WLPWM
Walled Lake Planning & Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
4,095
-54
| -1% | -$19.2K | 0.47% | 40 |
|
|
2025
Q1 | $1.45M | Sell |
4,149
-355
| -8% | -$124K | 0.52% | 40 |
|
|
2024
Q4 | $1.42M | Sell |
4,504
-43
| -0.9% | -$13.6K | 0.53% | 38 |
|
|
2024
Q3 | $1.25M | Buy |
4,547
+41
| +0.9% | +$11.3K | 0.47% | 40 |
|
|
2024
Q2 | $1.18M | Sell |
4,506
-262
| -5% | -$68.8K | 0.48% | 40 |
|
|
2024
Q1 | $1.33M | Buy |
4,768
+5
| +0.1% | +$1.4K | 0.55% | 37 |
|
|
2023
Q4 | $1.24M | Buy |
4,763
+6
| +0.1% | +$1.56K | 0.58% | 35 |
|
|
2023
Q3 | $1.09M | Sell |
4,757
-268
| -5% | -$61.6K | 0.55% | 36 |
|
|
2023
Q2 | $1.19M | Buy |
5,025
+7
| +0.1% | +$1.66K | 0.58% | 35 |
|
|
2023
Q1 | $1.13M | Buy |
5,018
+630
| +14% | +$142K | 0.59% | 37 |
|
|
2022
Q4 | $912K | Sell |
4,388
-978
| -18% | -$203K | 0.62% | 32 |
|
|
2022
Q3 | $953K | Sell |
5,366
-18
| -0.3% | -$3.2K | 0.67% | 36 |
|
|
2022
Q2 | $1.06M | Sell |
5,384
-5
| -0.1% | -$984 | 0.73% | 35 |
|
|
2022
Q1 | $1.2M | Buy |
5,389
+49
| +0.9% | +$10.9K | 0.71% | 35 |
|
|
2021
Q4 | $1.16M | Sell |
5,340
-561
| -10% | -$122K | 0.67% | 35 |
|
|
2021
Q3 | $1.31M | Buy |
5,901
+126
| +2% | +$28.1K | 0.81% | 33 |
|
|
2021
Q2 | $1.35M | Hold |
5,775
| – | – | 0.88% | 32 |
|
|
2021
Q1 | $1.22M | Buy |
5,775
+2
| +0% | +$424 | 0.85% | 31 |
|
|
2020
Q4 | $1.26M | Sell |
5,773
-645
| -10% | -$141K | 0.96% | 29 |
|
|
2020
Q3 | $1.28M | Sell |
6,418
-297
| -4% | -$59.4K | 1.04% | 29 |
|
|
2020
Q2 | $1.3M | Sell |
6,715
-23
| -0.3% | -$4.44K | 1.09% | 28 |
|
|
2020
Q1 | $1.09M | Buy |
6,738
+325
| +5% | +$52.4K | 0.99% | 27 |
|
|
2019
Q4 | $1.21M | Buy |
+6,413
| New | +$1.21M | 0.87% | 26 |
|