QWM
Quadcap Wealth Management’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5M | Buy |
14,078
+419
| +3% | +$149K | 0.63% | 36 |
|
2025
Q1 | $4.79M | Sell |
13,659
-824
| -6% | -$289K | 0.69% | 29 |
|
2024
Q4 | $4.58M | Buy |
14,483
+255
| +2% | +$80.6K | 0.67% | 29 |
|
2024
Q3 | $3.91M | Sell |
14,228
-270
| -2% | -$74.2K | 0.61% | 30 |
|
2024
Q2 | $3.81M | Buy |
14,498
+1,734
| +14% | +$455K | 0.69% | 28 |
|
2024
Q1 | $3.56M | Sell |
12,764
-864
| -6% | -$241K | 0.81% | 23 |
|
2023
Q4 | $3.55M | Buy |
+13,628
| New | +$3.55M | 0.92% | 18 |
|