TF
TLWM Financial’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
5,407
-21
| -0.4% | -$7.46K | 0.36% | 23 |
|
|
2025
Q1 | $1.9M | Buy |
5,428
+121
| +2% | +$42.4K | 0.38% | 20 |
|
|
2024
Q4 | $1.68M | Buy |
5,307
+146
| +3% | +$46.1K | 0.33% | 25 |
|
|
2024
Q3 | $1.42M | Sell |
5,161
-80
| -2% | -$22K | 0.29% | 26 |
|
|
2024
Q2 | $1.38M | Buy |
5,241
+38
| +0.7% | +$9.97K | 0.3% | 25 |
|
|
2024
Q1 | $1.45M | Sell |
5,203
-68
| -1% | -$19K | 0.32% | 23 |
|
|
2023
Q4 | $1.37M | Buy |
5,271
+14
| +0.3% | +$3.65K | 0.32% | 23 |
|
|
2023
Q3 | $1.21M | Buy |
5,257
+190
| +4% | +$43.7K | 0.32% | 25 |
|
|
2023
Q2 | $1.2M | Buy |
5,067
+1
| +0% | +$237 | 0.35% | 24 |
|
|
2023
Q1 | $1.14M | Sell |
5,066
-19
| -0.4% | -$4.28K | 0.36% | 24 |
|
|
2022
Q4 | $1.06M | Sell |
5,085
-3,406
| -40% | -$708K | 0.38% | 27 |
|
|
2022
Q3 | $731K | Buy |
8,491
+3,760
| +79% | +$324K | 0.32% | 37 |
|
|
2022
Q2 | $931K | Sell |
4,731
-1,485
| -24% | -$292K | 0.36% | 26 |
|
|
2022
Q1 | $1.38M | Buy |
6,216
+250
| +4% | +$55.5K | 0.48% | 20 |
|
|
2021
Q4 | $1.29M | Buy |
5,966
+1,586
| +36% | +$344K | 0.43% | 22 |
|
|
2021
Q3 | $974K | Buy |
4,380
+234
| +6% | +$52K | 0.37% | 29 |
|
|
2021
Q2 | $969K | Buy |
4,146
+40
| +1% | +$9.35K | 0.35% | 29 |
|
|
2021
Q1 | $869K | Buy |
4,106
+235
| +6% | +$49.7K | 0.33% | 30 |
|
|
2020
Q4 | $847K | Buy |
3,871
+1,067
| +38% | +$233K | 0.34% | 27 |
|
|
2020
Q3 | $510K | Buy |
2,804
+97
| +4% | +$17.6K | 0.24% | 43 |
|
|
2020
Q2 | $522K | Sell |
2,707
-22
| -0.8% | -$4.24K | 0.31% | 36 |
|
|
2020
Q1 | $441K | Buy |
2,729
+57
| +2% | +$9.21K | 0.26% | 38 |
|
|
2019
Q4 | $503K | Buy |
+2,672
| New | +$503K | 0.24% | 45 |
|