TVWM
Tower View Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Buy |
19,108
+838
| +5% | +$298K | 3.52% | 7 |
|
|
2025
Q1 | $6.4M | Sell |
18,270
-210
| -1% | -$73.6K | 3.73% | 8 |
|
|
2024
Q4 | $5.84M | Buy |
18,480
+60
| +0.3% | +$19K | 3.09% | 10 |
|
|
2024
Q3 | $5.06M | Buy |
18,420
+45
| +0.2% | +$12.4K | 2.77% | 11 |
|
|
2024
Q2 | $4.82M | Buy |
18,375
+57
| +0.3% | +$15K | 2.77% | 12 |
|
|
2024
Q1 | $5.11M | Buy |
18,318
+34
| +0.2% | +$9.49K | 2.99% | 8 |
|
|
2023
Q4 | $4.76M | Buy |
18,284
+63
| +0.3% | +$16.4K | 2.95% | 10 |
|
|
2023
Q3 | $4.19M | Sell |
18,221
-98
| -0.5% | -$22.5K | 2.94% | 9 |
|
|
2023
Q2 | $4.35M | Sell |
18,319
-789
| -4% | -$187K | 2.95% | 8 |
|
|
2023
Q1 | $4.31M | Sell |
19,108
-121
| -0.6% | -$27.3K | 2.9% | 9 |
|
|
2022
Q4 | $4M | Sell |
19,229
-158
| -0.8% | -$32.8K | 2.78% | 8 |
|
|
2022
Q3 | $3.44M | Buy |
19,387
+83
| +0.4% | +$14.7K | 2.62% | 10 |
|
|
2022
Q2 | $3.8M | Sell |
19,304
-330
| -2% | -$65K | 2.79% | 8 |
|
|
2022
Q1 | $4.36M | Buy |
19,634
+56
| +0.3% | +$12.4K | 2.34% | 15 |
|
|
2021
Q4 | $4.24M | Buy |
19,578
+153
| +0.8% | +$33.2K | 2.16% | 20 |
|
|
2021
Q3 | $4.33M | Sell |
19,425
-394
| -2% | -$87.8K | 2.4% | 14 |
|
|
2021
Q2 | $4.63M | Sell |
19,819
-11
| -0.1% | -$2.57K | 2.35% | 10 |
|
|
2021
Q1 | $4.2M | Buy |
19,830
+191
| +1% | +$40.4K | 2.3% | 10 |
|
|
2020
Q4 | $4.3M | Buy |
19,639
+287
| +1% | +$62.8K | 2.44% | 7 |
|
|
2020
Q3 | $3.87M | Buy |
19,352
+76
| +0.4% | +$15.2K | 2.52% | 9 |
|
|
2020
Q2 | $3.72M | Buy |
19,276
+1,096
| +6% | +$212K | 2.72% | 7 |
|
|
2020
Q1 | $2.93M | Buy |
18,180
+87
| +0.5% | +$14K | 2.64% | 9 |
|
|
2019
Q4 | $3.4M | Sell |
18,093
-1,497
| -8% | -$281K | 2.58% | 8 |
|
|
2019
Q3 | $3.37M | Buy |
19,590
+102
| +0.5% | +$17.5K | 2.78% | 7 |
|
|
2019
Q2 | $3.38M | Sell |
19,488
-415
| -2% | -$72K | 2.89% | 7 |
|
|
2019
Q1 | $3.11M | Buy |
19,903
+317
| +2% | +$49.5K | 2.76% | 7 |
|
|
2018
Q4 | $2.58M | Buy |
19,586
+245
| +1% | +$32.3K | 2.67% | 7 |
|
|
2018
Q3 | $2.9M | Sell |
19,341
-283
| -1% | -$42.5K | 2.54% | 8 |
|
|
2018
Q2 | $2.6M | Buy |
19,624
+65
| +0.3% | +$8.61K | 2.45% | 8 |
|
|
2018
Q1 | $2.34M | Sell |
19,559
-214
| -1% | -$25.6K | 2.34% | 12 |
|
|
2017
Q4 | $2.26M | Buy |
+19,773
| New | +$2.26M | 2.08% | 13 |
|