VWA
Visionary Wealth Advisors’s First Mid Bancshares FMBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Hold |
28,131
| – | – | 0.05% | 270 |
|
2025
Q1 | $982K | Hold |
28,131
| – | – | 0.06% | 261 |
|
2024
Q4 | $1.04M | Buy |
28,131
+2,941
| +12% | +$108K | 0.06% | 247 |
|
2024
Q3 | $980K | Sell |
25,190
-4,900
| -16% | -$191K | 0.06% | 256 |
|
2024
Q2 | $989K | Hold |
30,090
| – | – | 0.06% | 243 |
|
2024
Q1 | $983K | Hold |
30,090
| – | – | 0.07% | 235 |
|
2023
Q4 | $1.04M | Hold |
30,090
| – | – | 0.08% | 222 |
|
2023
Q3 | $799K | Hold |
30,090
| – | – | 0.06% | 234 |
|
2023
Q2 | $726K | Hold |
30,090
| – | – | 0.06% | 244 |
|
2023
Q1 | $819K | Sell |
30,090
-9,186
| -23% | -$250K | 0.07% | 213 |
|
2022
Q4 | $1.26M | Hold |
39,276
| – | – | 0.12% | 158 |
|
2022
Q3 | $1.26M | Sell |
39,276
-49
| -0.1% | -$1.57K | 0.13% | 148 |
|
2022
Q2 | $1.4M | Hold |
39,325
| – | – | 0.13% | 148 |
|
2022
Q1 | $1.51M | Sell |
39,325
-186
| -0.5% | -$7.16K | 0.12% | 148 |
|
2021
Q4 | $1.69M | Sell |
39,511
-500
| -1% | -$21.4K | 0.14% | 133 |
|
2021
Q3 | $1.64M | Sell |
40,011
-11
| -0% | -$452 | 0.17% | 116 |
|
2021
Q2 | $1.62M | Buy |
40,022
+1
| +0% | +$41 | 0.16% | 118 |
|
2021
Q1 | $1.76M | Buy |
40,021
+1,088
| +3% | +$47.8K | 0.18% | 117 |
|
2020
Q4 | $1.31M | Buy |
38,933
+13
| +0% | +$438 | 0.15% | 121 |
|
2020
Q3 | $971K | Hold |
38,920
| – | – | 0.14% | 118 |
|
2020
Q2 | $1.02M | Buy |
38,920
+16
| +0% | +$420 | 0.16% | 116 |
|
2020
Q1 | $924K | Sell |
38,904
-13,095
| -25% | -$311K | 0.17% | 101 |
|
2019
Q4 | $1.83M | Buy |
+51,999
| New | +$1.83M | 0.33% | 73 |
|