THWM
Taylor Hoffman Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $217K | Buy |
825
+80
| +11% | +$21.1K | 0.09% | 104 |
|
|
2024
Q1 | $208K | Buy |
+745
| New | +$208K | 0.09% | 107 |
|
|
2022
Q4 | – | Sell |
-1,145
| Closed | -$203K | – | 127 |
|
|
2022
Q3 | $203K | Hold |
1,145
| – | – | 0.11% | 122 |
|
|
2022
Q2 | $228K | Hold |
1,145
| – | – | 0.11% | 119 |
|
|
2022
Q1 | $254K | Hold |
1,145
| – | – | 0.1% | 120 |
|
|
2021
Q4 | $248K | Hold |
1,145
| – | – | 0.09% | 121 |
|
|
2021
Q3 | $264K | Hold |
1,145
| – | – | 0.11% | 116 |
|
|
2021
Q2 | $268K | Hold |
1,145
| – | – | 0.12% | 111 |
|
|
2021
Q1 | $242K | Hold |
1,145
| – | – | 0.11% | 115 |
|
|
2020
Q4 | $250K | Hold |
1,145
| – | – | 0.13% | 114 |
|
|
2020
Q3 | $229K | Sell |
1,145
-44
| -4% | -$8.8K | 0.13% | 112 |
|
|
2020
Q2 | $230K | Buy |
+1,189
| New | +$230K | 0.14% | 113 |
|
|
2020
Q1 | – | Sell |
-1,189
| Closed | -$223K | – | 363 |
|
|
2019
Q4 | $223K | Hold |
1,189
| – | – | 0.14% | 116 |
|
|
2019
Q3 | $205K | Hold |
1,189
| – | – | 0.15% | 117 |
|
|
2019
Q2 | $206K | Hold |
1,189
| – | – | 0.17% | 116 |
|
|
2019
Q1 | $186K | Hold |
1,189
| – | – | 0.14% | 117 |
|
|
2018
Q4 | $157K | Hold |
1,189
| – | – | 0.14% | 107 |
|
|
2018
Q3 | $178K | Hold |
1,189
| – | – | 0.14% | 107 |
|
|
2018
Q2 | $157K | Hold |
1,189
| – | – | 0.14% | 110 |
|
|
2018
Q1 | $142K | Buy |
1,189
+400
| +51% | +$47.8K | 0.13% | 116 |
|
|
2017
Q4 | $90K | Buy |
+789
| New | +$90K | 0.09% | 134 |
|