WCAMG
Woodard & Company Asset Management Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
1,073
+5
| +0.5% | +$1.78K | 0.07% | 79 |
|
|
2025
Q1 | $374K | Sell |
1,068
-62
| -5% | -$21.7K | 0.08% | 80 |
|
|
2024
Q4 | $357K | Sell |
1,130
-258
| -19% | -$81.5K | 0.08% | 76 |
|
|
2024
Q3 | $382K | Buy |
1,388
+59
| +4% | +$16.2K | 0.09% | 67 |
|
|
2024
Q2 | $349K | Sell |
1,329
-40
| -3% | -$10.5K | 0.09% | 65 |
|
|
2024
Q1 | $382K | Hold |
1,369
| – | – | 0.1% | 62 |
|
|
2023
Q4 | $356K | Buy |
1,369
+12
| +0.9% | +$3.12K | 0.1% | 62 |
|
|
2023
Q3 | $312K | Buy |
1,357
+277
| +26% | +$63.7K | 0.11% | 60 |
|
|
2023
Q2 | $256K | Buy |
1,080
+1
| +0.1% | +$237 | 0.09% | 71 |
|
|
2023
Q1 | $243K | Hold |
1,079
| – | – | 0.08% | 71 |
|
|
2022
Q4 | $224K | Sell |
1,079
-175
| -14% | -$36.4K | 0.08% | 71 |
|
|
2022
Q3 | $223K | Buy |
1,254
+190
| +18% | +$33.8K | 0.1% | 71 |
|
|
2022
Q2 | $209K | Sell |
1,064
-1,121
| -51% | -$220K | 0.09% | 75 |
|
|
2022
Q1 | $484K | Buy |
2,185
+2
| +0.1% | +$443 | 0.2% | 56 |
|
|
2021
Q4 | $473K | Buy |
2,183
+3
| +0.1% | +$650 | 0.22% | 55 |
|
|
2021
Q3 | $486K | Buy |
2,180
+301
| +16% | +$67.1K | 0.3% | 51 |
|
|
2021
Q2 | $439K | Buy |
1,879
+1
| +0.1% | +$234 | 0.26% | 54 |
|
|
2021
Q1 | $398K | Buy |
1,878
+1
| +0.1% | +$212 | 0.25% | 53 |
|
|
2020
Q4 | $410K | Buy |
1,877
+768
| +69% | +$168K | 0.25% | 46 |
|
|
2020
Q3 | $222K | Sell |
1,109
-50
| -4% | -$10K | 0.15% | 59 |
|
|
2020
Q2 | $224K | Buy |
+1,159
| New | +$224K | 0.15% | 57 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$120K | – | 215 |
|
|
2018
Q3 | $120K | Hold |
800
| – | – | 0.11% | 62 |
|
|
2018
Q2 | $106K | Hold |
800
| – | – | 0.1% | 64 |
|
|
2018
Q1 | $96K | Hold |
800
| – | – | 0.09% | 63 |
|
|
2017
Q4 | $91K | Buy |
+800
| New | +$91K | 0.08% | 70 |
|