UW
Unique Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
11,861
+704
| +6% | +$250K | 0.68% | 39 |
|
|
2025
Q1 | $3.91M | Buy |
11,157
+2,315
| +26% | +$811K | 0.74% | 36 |
|
|
2024
Q4 | $2.79M | Buy |
8,842
+672
| +8% | +$212K | 0.58% | 36 |
|
|
2024
Q3 | $2.25M | Buy |
8,170
+1,171
| +17% | +$322K | 0.51% | 37 |
|
|
2024
Q2 | $1.84M | Buy |
6,999
+1,070
| +18% | +$281K | 0.48% | 34 |
|
|
2024
Q1 | $1.65M | Buy |
5,929
+1,812
| +44% | +$506K | 0.47% | 32 |
|
|
2023
Q4 | $1.07M | Buy |
4,117
+1,033
| +33% | +$269K | 0.35% | 32 |
|
|
2023
Q3 | $709K | Buy |
3,084
+1,027
| +50% | +$236K | 0.3% | 38 |
|
|
2023
Q2 | $488K | Buy |
2,057
+424
| +26% | +$101K | 0.21% | 36 |
|
|
2023
Q1 | $368K | Buy |
1,633
+168
| +11% | +$37.9K | 0.18% | 34 |
|
|
2022
Q4 | $304K | Buy |
+1,465
| New | +$304K | 0.16% | 42 |
|