TWA
TPB Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $384K | Hold |
1,701
| – | – | 0.21% | 33 |
|
|
2022
Q4 | $353K | Sell |
1,701
-4
| -0.2% | -$830 | 0.18% | 37 |
|
|
2022
Q3 | $303K | Sell |
1,705
-232
| -12% | -$41.2K | 0.14% | 37 |
|
|
2022
Q2 | $384K | Buy |
1,937
+232
| +14% | +$46K | 0.17% | 40 |
|
|
2022
Q1 | $378K | Hold |
1,705
| – | – | 0.14% | 37 |
|
|
2021
Q4 | $369K | Hold |
1,705
| – | – | 0.18% | 38 |
|
|
2021
Q3 | $380K | Hold |
1,705
| – | – | 0.28% | 34 |
|
|
2021
Q2 | $399K | Buy |
1,705
+5
| +0.3% | +$1.17K | 0.26% | 35 |
|
|
2021
Q1 | $360K | Hold |
1,700
| – | – | 0.31% | 31 |
|
|
2020
Q4 | $375K | Buy |
+1,700
| New | +$375K | 0.37% | 24 |
|