TWA
Talisman Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
1,777
-4
| -0.2% | -$1.42K | 0.58% | 45 |
|
|
2025
Q1 | $624K | Sell |
1,781
-9
| -0.5% | -$3.15K | 0.64% | 44 |
|
|
2024
Q4 | $566K | Sell |
1,790
-35
| -2% | -$11.1K | 0.6% | 47 |
|
|
2024
Q3 | $502K | Sell |
1,825
-3
| -0.2% | -$825 | 0.53% | 50 |
|
|
2024
Q2 | $480K | Buy |
1,828
+155
| +9% | +$40.7K | 0.55% | 48 |
|
|
2024
Q1 | $467K | Buy |
1,673
+18
| +1% | +$5.02K | 0.59% | 47 |
|
|
2023
Q4 | $431K | Buy |
1,655
+50
| +3% | +$13K | 0.64% | 45 |
|
|
2023
Q3 | $369K | Buy |
1,605
+9
| +0.6% | +$2.07K | 0.64% | 48 |
|
|
2023
Q2 | $379K | Buy |
1,596
+1
| +0.1% | +$237 | 0.65% | 49 |
|
|
2023
Q1 | $360K | Buy |
1,595
+580
| +57% | +$131K | 0.65% | 52 |
|
|
2022
Q4 | $211K | Buy |
+1,015
| New | +$211K | 0.45% | 70 |
|