TW
Transform Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.46M | Buy |
15,566
+771
| +5% | +$270K | 0.33% | 74 |
|
|
2024
Q4 | $4.68M | Buy |
14,795
+7,206
| +95% | +$2.28M | 0.26% | 79 |
|
|
2024
Q3 | $2.09M | Sell |
7,589
-6
| -0.1% | -$1.65K | 0.14% | 99 |
|
|
2024
Q2 | $1.99M | Buy |
7,595
+188
| +3% | +$49.3K | 0.15% | 97 |
|
|
2024
Q1 | $2.07M | Sell |
7,407
-6,636
| -47% | -$1.85M | 0.2% | 97 |
|
|
2023
Q4 | $3.66M | Buy |
14,043
+87
| +0.6% | +$22.7K | 0.36% | 84 |
|
|
2023
Q3 | $3.21M | Sell |
13,956
-13,827
| -50% | -$3.18M | 0.34% | 86 |
|
|
2023
Q2 | $6.6M | Sell |
27,783
-164
| -0.6% | -$38.9K | 0.59% | 57 |
|
|
2023
Q1 | $6.3M | Buy |
27,947
+13,656
| +96% | +$3.08M | 0.59% | 60 |
|
|
2022
Q4 | $2.97M | Buy |
+14,291
| New | +$2.97M | 0.33% | 82 |
|
|
2020
Q4 | – | Sell |
-1,104
| Closed | -$221K | – | 228 |
|
|
2020
Q3 | $221K | Sell |
1,104
-902
| -45% | -$181K | 0.04% | 198 |
|
|
2020
Q2 | $387K | Buy |
2,006
+641
| +47% | +$124K | 0.07% | 164 |
|
|
2020
Q1 | $220K | Sell |
1,365
-20
| -1% | -$3.22K | 0.05% | 191 |
|
|
2019
Q4 | $260K | Hold |
1,385
| – | – | 0.04% | 200 |
|
|
2019
Q3 | $238K | Sell |
1,385
-825
| -37% | -$142K | 0.04% | 194 |
|
|
2019
Q2 | $384K | Buy |
2,210
+250
| +13% | +$43.4K | 0.06% | 189 |
|
|
2019
Q1 | $306K | Sell |
1,960
-100
| -5% | -$15.6K | 0.06% | 141 |
|
|
2018
Q4 | $272K | Hold |
2,060
| – | – | 0.06% | 151 |
|
|
2018
Q3 | $309K | Sell |
2,060
-700
| -25% | -$105K | 0.05% | 159 |
|
|
2018
Q2 | $366K | Hold |
2,760
| – | – | 0.07% | 174 |
|
|
2018
Q1 | $330K | Sell |
2,760
-45
| -2% | -$5.38K | 0.06% | 193 |
|
|
2017
Q4 | $320K | Hold |
2,805
| – | – | 0.06% | 212 |
|
|
2017
Q3 | $295K | Buy |
+2,805
| New | +$295K | 0.1% | 184 |
|