TWA
Tandem Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
1,037
-69
| -6% | -$24.5K | 0.18% | 38 |
|
|
2025
Q1 | $388K | Buy |
1,106
+15
| +1% | +$5.26K | 0.2% | 37 |
|
|
2024
Q4 | $345K | Buy |
1,091
+50
| +5% | +$15.8K | 0.18% | 42 |
|
|
2024
Q3 | $286K | Sell |
1,041
-602
| -37% | -$166K | 0.15% | 47 |
|
|
2024
Q2 | $431K | Hold |
1,643
| – | – | 0.23% | 28 |
|
|
2024
Q1 | $459K | Hold |
1,643
| – | – | 0.25% | 26 |
|
|
2023
Q4 | $428K | Hold |
1,643
| – | – | 0.25% | 25 |
|
|
2023
Q3 | $378K | Buy |
1,643
+11
| +0.7% | +$2.53K | 0.23% | 26 |
|
|
2023
Q2 | $388K | Buy |
1,632
+189
| +13% | +$44.9K | 0.23% | 26 |
|
|
2023
Q1 | $325K | Sell |
1,443
-31
| -2% | -$6.99K | 0.2% | 31 |
|
|
2022
Q4 | $306K | Buy |
+1,474
| New | +$306K | 0.19% | 35 |
|