TWM
Triton Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
+1,211
| New | +$429K | 0.18% | 67 |
|
|
2024
Q4 | $391K | Buy |
1,277
+192
| +18% | +$58.7K | 0.2% | 54 |
|
|
2024
Q3 | $302K | Hold |
1,085
| – | – | 0.17% | 64 |
|
|
2024
Q2 | $287K | Sell |
1,085
-4
| -0.4% | -$1.06K | 0.17% | 65 |
|
|
2024
Q1 | $301K | Buy |
1,089
+31
| +3% | +$8.56K | 0.21% | 58 |
|
|
2023
Q4 | $275K | Sell |
1,058
-15
| -1% | -$3.9K | 0.18% | 58 |
|
|
2023
Q3 | $261K | Hold |
1,073
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $255K | Hold |
1,073
| – | – | 0.14% | 68 |
|
|
2023
Q1 | $242K | Sell |
1,073
-15
| -1% | -$3.38K | 0.15% | 62 |
|
|
2022
Q4 | $240K | Hold |
1,088
| – | – | 0.15% | 67 |
|
|
2022
Q3 | $201K | Hold |
1,088
| – | – | 0.12% | 76 |
|
|
2022
Q2 | $224K | Buy |
1,088
+64
| +6% | +$13.2K | 0.16% | 72 |
|
|
2022
Q1 | $236K | Hold |
1,024
| – | – | 0.12% | 81 |
|
|
2021
Q4 | $236K | Buy |
1,024
+8
| +0.8% | +$1.84K | 0.12% | 81 |
|
|
2021
Q3 | $235K | Sell |
1,016
-5
| -0.5% | -$1.16K | 0.11% | 93 |
|
|
2021
Q2 | $237K | Buy |
1,021
+29
| +3% | +$6.73K | 0.14% | 97 |
|
|
2021
Q1 | $219K | Buy |
992
+15
| +2% | +$3.31K | 0.15% | 94 |
|
|
2020
Q4 | $210K | Buy |
+977
| New | +$210K | 0.13% | 81 |
|