PWM
Purus Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.47M | Sell |
23,843
-68
| -0.3% | -$24.1K | 2.94% | 8 |
|
|
2025
Q1 | $8.38M | Sell |
23,911
-300
| -1% | -$105K | 3.56% | 7 |
|
|
2024
Q4 | $7.65M | Sell |
24,211
-131
| -0.5% | -$41.4K | 3.03% | 8 |
|
|
2024
Q3 | $6.69M | Sell |
24,342
-66
| -0.3% | -$18.1K | 2.83% | 8 |
|
|
2024
Q2 | $6.41M | Buy |
24,408
+1,121
| +5% | +$294K | 2.83% | 8 |
|
|
2024
Q1 | $6.5M | Buy |
23,287
+1,226
| +6% | +$342K | 3.21% | 7 |
|
|
2023
Q4 | $5.74M | Sell |
22,061
-283
| -1% | -$73.7K | 3.33% | 6 |
|
|
2023
Q3 | $5.14M | Sell |
22,344
-9
| -0% | -$2.07K | 3.47% | 6 |
|
|
2023
Q2 | $5.31M | Buy |
22,353
+13
| +0.1% | +$3.09K | 3.44% | 6 |
|
|
2023
Q1 | $5.04M | Sell |
22,340
-208
| -0.9% | -$46.9K | 3.98% | 5 |
|
|
2022
Q4 | $4.68M | Sell |
22,548
-273
| -1% | -$56.7K | 4.25% | 4 |
|
|
2022
Q3 | $4.05M | Sell |
22,821
-313
| -1% | -$55.6K | 3.73% | 4 |
|
|
2022
Q2 | $4.56M | Sell |
23,134
-256
| -1% | -$50.4K | 4.07% | 4 |
|
|
2022
Q1 | $5.19M | Sell |
23,390
-718
| -3% | -$159K | 3.59% | 7 |
|
|
2021
Q4 | $5.23M | Sell |
24,108
-544
| -2% | -$118K | 3.28% | 8 |
|
|
2021
Q3 | $5.49M | Sell |
24,652
-8
| -0% | -$1.78K | 3.79% | 6 |
|
|
2021
Q2 | $5.77M | Buy |
24,660
+1,117
| +5% | +$261K | 4.15% | 4 |
|
|
2021
Q1 | $4.99M | Buy |
23,543
+887
| +4% | +$188K | 4.19% | 4 |
|
|
2020
Q4 | $4.96M | Buy |
+22,656
| New | +$4.96M | 4.42% | 4 |
|