WMA
Wealth Management Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,266
+224
| +7% | +$79.5K | 0.45% | 49 |
|
|
2025
Q1 | $1.07M | Buy |
3,042
+109
| +4% | +$38.2K | 0.46% | 51 |
|
|
2024
Q4 | $927K | Sell |
2,933
-222
| -7% | -$70.2K | 0.4% | 56 |
|
|
2024
Q3 | $868K | Sell |
3,155
-462
| -13% | -$127K | 0.38% | 59 |
|
|
2024
Q2 | $949K | Hold |
3,617
| – | – | 0.45% | 52 |
|
|
2024
Q1 | $949K | Sell |
3,617
-160
| -4% | -$42K | 0.45% | 52 |
|
|
2023
Q4 | $983K | Hold |
3,777
| – | – | 0.52% | 46 |
|
|
2023
Q3 | $869K | Buy |
3,777
+84
| +2% | +$19.3K | 0.51% | 46 |
|
|
2023
Q2 | $877K | Buy |
3,693
+595
| +19% | +$141K | 0.5% | 46 |
|
|
2023
Q1 | $699K | Sell |
3,098
-100
| -3% | -$22.5K | 0.43% | 58 |
|
|
2022
Q4 | $664K | Sell |
3,198
-338
| -10% | -$70.2K | 0.44% | 57 |
|
|
2022
Q3 | $628K | Buy |
3,536
+225
| +7% | +$40K | 0.44% | 54 |
|
|
2022
Q2 | $652K | Sell |
3,311
-300
| -8% | -$59.1K | 0.44% | 49 |
|
|
2022
Q1 | $801K | Sell |
3,611
-596
| -14% | -$132K | 0.45% | 57 |
|
|
2021
Q4 | $912K | Buy |
4,207
+453
| +12% | +$98.2K | 0.49% | 47 |
|
|
2021
Q3 | $836K | Sell |
3,754
-1,581
| -30% | -$352K | 0.49% | 50 |
|
|
2021
Q2 | $1.25M | Sell |
5,335
-229
| -4% | -$53.5K | 0.71% | 31 |
|
|
2021
Q1 | $1.18M | Buy |
5,564
+20
| +0.4% | +$4.24K | 0.75% | 27 |
|
|
2020
Q4 | $1.21M | Buy |
5,544
+393
| +8% | +$86K | 0.8% | 26 |
|
|
2020
Q3 | $1.03M | Hold |
5,151
| – | – | 0.8% | 28 |
|
|
2020
Q2 | $995K | Buy |
5,151
+2,845
| +123% | +$550K | 0.84% | 27 |
|
|
2020
Q1 | $372K | Sell |
2,306
-6
| -0.3% | -$967 | 0.38% | 68 |
|
|
2019
Q4 | $434K | Hold |
2,312
| – | – | 0.31% | 78 |
|
|
2019
Q3 | $398K | Buy |
+2,312
| New | +$398K | 0.32% | 78 |
|