TWM
Thrive Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
8,993
-16
| -0.2% | -$5.68K | 0.52% | 27 |
|
|
2025
Q1 | $3.16M | Sell |
9,009
-1,416
| -14% | -$496K | 0.6% | 25 |
|
|
2024
Q4 | $3.29M | Sell |
10,425
-219
| -2% | -$69.2K | 0.59% | 23 |
|
|
2024
Q3 | $2.93M | Buy |
10,644
+1,120
| +12% | +$308K | 0.54% | 24 |
|
|
2024
Q2 | $2.5M | Sell |
9,524
-77
| -0.8% | -$20.2K | 0.49% | 27 |
|
|
2024
Q1 | $2.68M | Buy |
9,601
+17
| +0.2% | +$4.74K | 0.55% | 25 |
|
|
2023
Q4 | $2.5M | Sell |
9,584
-72
| -0.7% | -$18.7K | 0.56% | 24 |
|
|
2023
Q3 | $2.22M | Sell |
9,656
-123
| -1% | -$28.3K | 0.59% | 21 |
|
|
2023
Q2 | $2.32M | Buy |
9,779
+256
| +3% | +$60.8K | 0.6% | 21 |
|
|
2023
Q1 | $2.15M | Buy |
9,523
+635
| +7% | +$143K | 0.55% | 21 |
|
|
2022
Q4 | $1.85M | Buy |
8,888
+1,038
| +13% | +$216K | 0.53% | 26 |
|
|
2022
Q3 | $1.4M | Buy |
7,850
+1,266
| +19% | +$225K | 0.49% | 28 |
|
|
2022
Q2 | $1.3M | Buy |
6,584
+1,139
| +21% | +$224K | 0.45% | 32 |
|
|
2022
Q1 | $1.21M | Buy |
5,445
+1,057
| +24% | +$234K | 0.36% | 37 |
|
|
2021
Q4 | $951K | Buy |
+4,388
| New | +$951K | 0.33% | 39 |
|