TMWM
Taylor & Morgan Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
801
+1
| +0.1% | +$355 | 0.19% | 59 |
|
|
2025
Q1 | $280K | Buy |
800
+1
| +0.1% | +$350 | 0.21% | 56 |
|
|
2024
Q4 | $252K | Buy |
799
+1
| +0.1% | +$316 | 0.18% | 58 |
|
|
2024
Q3 | $219K | Sell |
798
-56
| -7% | -$15.4K | 0.15% | 66 |
|
|
2024
Q2 | $224K | Buy |
854
+1
| +0.1% | +$262 | 0.16% | 56 |
|
|
2024
Q1 | $238K | Sell |
853
-72
| -8% | -$20.1K | 0.17% | 55 |
|
|
2023
Q4 | $241K | Buy |
925
+1
| +0.1% | +$260 | 0.19% | 55 |
|
|
2023
Q3 | $213K | Buy |
924
+1
| +0.1% | +$230 | 0.19% | 52 |
|
|
2023
Q2 | $219K | Buy |
923
+1
| +0.1% | +$237 | 0.18% | 54 |
|
|
2023
Q1 | $208K | Sell |
922
-58
| -6% | -$13.1K | 0.18% | 60 |
|
|
2022
Q4 | $204K | Buy |
+980
| New | +$204K | 0.19% | 59 |
|
|
2022
Q2 | – | Sell |
-977
| Closed | -$217K | – | 69 |
|
|
2022
Q1 | $217K | Sell |
977
-90
| -8% | -$20K | 0.18% | 58 |
|
|
2021
Q4 | $231K | Buy |
+1,067
| New | +$231K | 0.19% | 56 |
|