PWP
Principle Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
39,437
+1,908
| +5% | +$677K | 0.87% | 23 |
|
|
2025
Q1 | $13.2M | Sell |
37,529
-1,089
| -3% | -$382K | 0.94% | 27 |
|
|
2024
Q4 | $12.2M | Sell |
38,618
-272
| -0.7% | -$86K | 0.86% | 28 |
|
|
2024
Q3 | $10.7M | Buy |
38,890
+149
| +0.4% | +$41K | 0.76% | 31 |
|
|
2024
Q2 | $10.2M | Sell |
38,741
-370
| -0.9% | -$97.1K | 0.77% | 30 |
|
|
2024
Q1 | $10.9M | Buy |
39,111
+852
| +2% | +$238K | 0.85% | 28 |
|
|
2023
Q4 | $9.96M | Buy |
38,259
+187
| +0.5% | +$48.7K | 0.86% | 27 |
|
|
2023
Q3 | $8.76M | Sell |
38,072
-355
| -0.9% | -$81.7K | 0.88% | 26 |
|
|
2023
Q2 | $9.13M | Sell |
38,427
-1,052
| -3% | -$250K | 0.92% | 25 |
|
|
2023
Q1 | $8.9M | Buy |
39,479
+978
| +3% | +$220K | 0.95% | 24 |
|
|
2022
Q4 | $8M | Buy |
38,501
+236
| +0.6% | +$49K | 0.91% | 22 |
|
|
2022
Q3 | $6.8K | Sell |
38,265
-672
| -2% | -$119 | 0.64% | 26 |
|
|
2022
Q2 | $7.67M | Buy |
38,937
+1,856
| +5% | +$365K | 0.92% | 21 |
|
|
2022
Q1 | $8.22M | Sell |
37,081
-126
| -0.3% | -$27.9K | 0.86% | 23 |
|
|
2021
Q4 | $8.06M | Sell |
37,207
-3,817
| -9% | -$827K | 0.85% | 22 |
|
|
2021
Q3 | $9.14M | Sell |
41,024
-234
| -0.6% | -$52.1K | 1.06% | 20 |
|
|
2021
Q2 | $9.65M | Sell |
41,258
-191
| -0.5% | -$44.7K | 1.1% | 20 |
|
|
2021
Q1 | $8.78M | Buy |
41,449
+296
| +0.7% | +$62.7K | 1.03% | 22 |
|
|
2020
Q4 | $9M | Buy |
41,153
+7,219
| +21% | +$1.58M | 1.19% | 16 |
|
|
2020
Q3 | $6.79M | Buy |
33,934
+48
| +0.1% | +$9.6K | 1.89% | 12 |
|
|
2020
Q2 | $6.55M | Sell |
33,886
-186
| -0.5% | -$35.9K | 1.92% | 12 |
|
|
2020
Q1 | $5.49M | Sell |
34,072
-666
| -2% | -$107K | 2.06% | 12 |
|
|
2019
Q4 | $6.53M | Sell |
34,738
-692
| -2% | -$130K | 2.08% | 11 |
|
|
2019
Q3 | $6.09M | Buy |
35,430
+7,954
| +29% | +$1.37M | 2.11% | 11 |
|
|
2019
Q2 | $4.77M | Buy |
27,476
+3,611
| +15% | +$627K | 2.45% | 7 |
|
|
2019
Q1 | $3.73M | Sell |
23,865
-2,833
| -11% | -$442K | 2.13% | 9 |
|
|
2018
Q4 | $3.52M | Buy |
+26,698
| New | +$3.52M | 2.96% | 7 |
|