TWM
Tolleson Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
1,446
-1,363
| -49% | -$484K | 0.09% | 63 |
|
|
2025
Q1 | $984K | Sell |
2,809
-830
| -23% | -$291K | 0.19% | 43 |
|
|
2024
Q4 | $1.15M | Buy |
3,639
+746
| +26% | +$236K | 0.24% | 40 |
|
|
2024
Q3 | $795K | Sell |
2,893
-2,070
| -42% | -$569K | 0.15% | 44 |
|
|
2024
Q2 | $1.3M | Sell |
4,963
-916
| -16% | -$240K | 0.26% | 37 |
|
|
2024
Q1 | $1.64M | Sell |
5,879
-1,077
| -15% | -$301K | 0.32% | 31 |
|
|
2023
Q4 | $1.81M | Sell |
6,956
-3,093
| -31% | -$805K | 0.37% | 26 |
|
|
2023
Q3 | $2.31M | Sell |
10,049
-1,972
| -16% | -$454K | 0.56% | 22 |
|
|
2023
Q2 | $2.86M | Buy |
12,021
+4,200
| +54% | +$998K | 0.69% | 19 |
|
|
2023
Q1 | $1.76M | Hold |
7,821
| – | – | 0.46% | 27 |
|
|
2022
Q4 | $1.63M | Sell |
7,821
-2,018
| -21% | -$419K | 0.44% | 28 |
|
|
2022
Q3 | $1.75M | Hold |
9,839
| – | – | 0.53% | 24 |
|
|
2022
Q2 | $1.94M | Sell |
9,839
-642
| -6% | -$126K | 0.55% | 23 |
|
|
2022
Q1 | $2.32M | Hold |
10,481
| – | – | 0.69% | 20 |
|
|
2021
Q4 | $2.27M | Hold |
10,481
| – | – | 0.61% | 23 |
|
|
2021
Q3 | $2.34M | Hold |
10,481
| – | – | 0.66% | 23 |
|
|
2021
Q2 | $2.45M | Hold |
10,481
| – | – | 0.66% | 23 |
|
|
2021
Q1 | $2.22M | Hold |
10,481
| – | – | 0.67% | 23 |
|
|
2020
Q4 | $2.29M | Sell |
10,481
-1,850
| -15% | -$405K | 0.76% | 21 |
|
|
2020
Q3 | $2.47M | Sell |
12,331
-670
| -5% | -$134K | 1% | 20 |
|
|
2020
Q2 | $2.51M | Hold |
13,001
| – | – | 1.1% | 20 |
|
|
2020
Q1 | $2.1M | Sell |
13,001
-41
| -0.3% | -$6.61K | 0.92% | 22 |
|
|
2019
Q4 | $2.45M | Buy |
13,042
+41
| +0.3% | +$7.71K | 1.19% | 17 |
|
|
2019
Q3 | $2.24M | Buy |
13,001
+800
| +7% | +$138K | 1.22% | 16 |
|
|
2019
Q2 | $2.12M | Sell |
12,201
-1,370
| -10% | -$238K | 1.46% | 11 |
|
|
2019
Q1 | $2.12M | Hold |
13,571
| – | – | 1.47% | 12 |
|
|
2018
Q4 | $1.79M | Buy |
+13,571
| New | +$1.79M | 1.05% | 17 |
|