TPWM
Twelve Points Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
5,305
+59
| +1% | +$20.9K | 0.51% | 48 |
|
|
2025
Q1 | $1.84M | Buy |
5,246
+61
| +1% | +$21.4K | 0.5% | 45 |
|
|
2024
Q4 | $1.64M | Sell |
5,185
-154
| -3% | -$48.7K | 0.47% | 48 |
|
|
2024
Q3 | $1.47M | Buy |
5,339
+70
| +1% | +$19.2K | 0.46% | 51 |
|
|
2024
Q2 | $1.38M | Buy |
5,269
+43
| +0.8% | +$11.3K | 0.49% | 48 |
|
|
2024
Q1 | $1.46M | Sell |
5,226
-102
| -2% | -$28.5K | 0.53% | 46 |
|
|
2023
Q4 | $1.39M | Buy |
5,328
+18
| +0.3% | +$4.69K | 0.66% | 43 |
|
|
2023
Q3 | $1.22M | Buy |
5,310
+488
| +10% | +$112K | 0.61% | 49 |
|
|
2023
Q2 | $1.15M | Buy |
4,822
+180
| +4% | +$42.7K | 0.61% | 49 |
|
|
2023
Q1 | $1.05M | Buy |
4,642
+115
| +3% | +$25.9K | 0.6% | 51 |
|
|
2022
Q4 | $941K | Hold |
4,527
| – | – | 0.64% | 46 |
|
|
2022
Q3 | $804K | Hold |
4,527
| – | – | 0.62% | 49 |
|
|
2022
Q2 | $891K | Hold |
4,527
| – | – | 0.69% | 42 |
|
|
2022
Q1 | $1M | Sell |
4,527
-367
| -7% | -$81.4K | 0.75% | 35 |
|
|
2021
Q4 | $1.06M | Buy |
+4,894
| New | +$1.06M | 0.86% | 34 |
|