WMWM
Whitaker-Myers Wealth Managers’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
628
-207
| -25% | -$73.5K | 0.06% | 102 |
|
|
2025
Q1 | $292K | Sell |
835
-658
| -44% | -$230K | 0.08% | 96 |
|
|
2024
Q4 | $472K | Buy |
1,493
+739
| +98% | +$234K | 0.14% | 63 |
|
|
2024
Q3 | $207K | Sell |
754
-634
| -46% | -$174K | 0.07% | 103 |
|
|
2024
Q2 | $364K | Buy |
1,388
+198
| +17% | +$52K | 0.13% | 67 |
|
|
2024
Q1 | $332K | Buy |
+1,190
| New | +$332K | 0.14% | 69 |
|