TWM
Titus Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.24M | Buy |
6,279
+4,647
| +285% | +$915K | 0.62% | 32 |
|
|
2022
Q1 | $362K | Buy |
1,632
+80
| +5% | +$17.7K | 0.16% | 96 |
|
|
2021
Q4 | $336K | Buy |
1,552
+100
| +7% | +$21.6K | 0.15% | 106 |
|
|
2021
Q3 | $324K | Buy |
1,452
+9
| +0.6% | +$2.01K | 0.17% | 101 |
|
|
2021
Q2 | $337K | Sell |
1,443
-15
| -1% | -$3.5K | 0.18% | 94 |
|
|
2021
Q1 | $309K | Buy |
1,458
+220
| +18% | +$46.6K | 0.18% | 96 |
|
|
2020
Q4 | $271K | Sell |
1,238
-178
| -13% | -$39K | 0.17% | 100 |
|
|
2020
Q3 | $283K | Buy |
1,416
+158
| +13% | +$31.6K | 0.2% | 89 |
|
|
2020
Q2 | $243K | Buy |
1,258
+8
| +0.6% | +$1.55K | 0.19% | 95 |
|
|
2020
Q1 | $201K | Buy |
1,250
+70
| +6% | +$11.3K | 0.19% | 93 |
|
|
2019
Q4 | $222K | Sell |
1,180
-4,500
| -79% | -$847K | 0.22% | 95 |
|
|
2019
Q3 | $220K | Buy |
5,680
+365
| +7% | +$14.1K | 0.2% | 93 |
|
|
2019
Q2 | $922K | Sell |
5,315
-505
| -9% | -$87.6K | 0.91% | 24 |
|
|
2019
Q1 | $909 | Sell |
5,820
-600
| -9% | -$94 | 0.8% | 25 |
|
|
2018
Q4 | $847 | Buy |
6,420
+200
| +3% | +$26 | 0.72% | 23 |
|
|
2018
Q3 | $934K | Buy |
6,220
+28
| +0.5% | +$4.21K | 0.81% | 25 |
|
|
2018
Q2 | $820K | Sell |
6,192
-1,119
| -15% | -$148K | 0.88% | 22 |
|
|
2018
Q1 | $766K | Buy |
7,311
+1,020
| +16% | +$107K | 0.74% | 23 |
|
|
2017
Q4 | $717K | Buy |
+6,291
| New | +$717K | 0.81% | 25 |
|