TSWM
Tyler-Stone Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Buy |
16,793
+155
| +0.9% | +$55K | 0.96% | 25 |
|
|
2025
Q1 | $5.83M | Sell |
16,638
-2,888
| -15% | -$1.01M | 1.05% | 22 |
|
|
2024
Q4 | $6.17M | Buy |
19,526
+62
| +0.3% | +$19.6K | 1.1% | 20 |
|
|
2024
Q3 | $5.35M | Buy |
19,464
+9,843
| +102% | +$2.71M | 1.01% | 20 |
|
|
2024
Q2 | $2.53M | Sell |
9,621
-66
| -0.7% | -$17.3K | 1.04% | 20 |
|
|
2024
Q1 | $2.7M | Buy |
9,687
+35
| +0.4% | +$9.77K | 1.2% | 17 |
|
|
2023
Q4 | $2.51M | Sell |
9,652
-44
| -0.5% | -$11.5K | 1.26% | 16 |
|
|
2023
Q3 | $2.23M | Buy |
9,696
+77
| +0.8% | +$17.7K | 1.27% | 15 |
|
|
2023
Q2 | $2.28M | Buy |
+9,619
| New | +$2.28M | 1.29% | 15 |
|
|
2022
Q4 | $1.97M | Sell |
9,479
-5
| -0.1% | -$1.04K | 1.34% | 15 |
|
|
2022
Q3 | $1.69M | Buy |
9,484
+135
| +1% | +$24K | 1.28% | 18 |
|
|
2022
Q2 | $1.84M | Buy |
9,349
+400
| +4% | +$78.8K | 1.23% | 19 |
|
|
2022
Q1 | $1.99M | Buy |
8,949
+40
| +0.4% | +$8.87K | 1.09% | 21 |
|
|
2021
Q4 | $1.93M | Buy |
+8,909
| New | +$1.93M | 1.02% | 24 |
|