WWP
WR Wealth Planners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.28M | Sell |
4,037
-1,092
| -21% | -$345K | 0.41% | 37 |
|
|
2024
Q3 | $1.41M | Buy |
5,129
+53
| +1% | +$14.6K | 0.39% | 44 |
|
|
2024
Q2 | $1.33M | Sell |
5,076
-46
| -0.9% | -$12.1K | 0.41% | 41 |
|
|
2024
Q1 | $1.43M | Buy |
5,122
+189
| +4% | +$52.8K | 0.44% | 38 |
|
|
2023
Q4 | $1.28M | Buy |
4,933
+820
| +20% | +$214K | 0.48% | 43 |
|
|
2023
Q3 | $946K | Buy |
4,113
+206
| +5% | +$47.4K | 0.36% | 47 |
|
|
2023
Q2 | $928K | Buy |
3,907
+307
| +9% | +$72.9K | 0.36% | 48 |
|
|
2023
Q1 | $812K | Buy |
3,600
+1,166
| +48% | +$263K | 0.35% | 47 |
|
|
2022
Q4 | $506K | Buy |
2,434
+336
| +16% | +$69.8K | 0.31% | 49 |
|
|
2022
Q3 | $373K | Buy |
2,098
+461
| +28% | +$81.9K | 0.26% | 64 |
|
|
2022
Q2 | $322K | Buy |
1,637
+39
| +2% | +$7.68K | 0.21% | 78 |
|
|
2022
Q1 | $354K | Buy |
+1,598
| New | +$354K | 0.21% | 82 |
|