WWM
WT Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.96M | Sell |
8,459
-1,268
| -13% | -$444K | 0.96% | 32 |
|
|
2024
Q4 | $3.07M | Buy |
9,727
+302
| +3% | +$95.4K | 0.96% | 30 |
|
|
2024
Q3 | $2.74M | Sell |
9,425
-1,053
| -10% | -$306K | 0.88% | 35 |
|
|
2024
Q2 | $2.75M | Sell |
10,478
-1,756
| -14% | -$461K | 0.94% | 36 |
|
|
2024
Q1 | $3.41M | Buy |
12,234
+505
| +4% | +$141K | 1.22% | 27 |
|
|
2023
Q4 | $3.05M | Buy |
11,729
+4,937
| +73% | +$1.29M | 1.21% | 25 |
|
|
2023
Q3 | $1.56M | Sell |
6,792
-57
| -0.8% | -$13.1K | 0.67% | 33 |
|
|
2023
Q2 | $1.63M | Sell |
6,849
-1,275
| -16% | -$303K | 0.67% | 37 |
|
|
2023
Q1 | $1.83M | Sell |
8,124
-1,887
| -19% | -$425K | 0.79% | 32 |
|
|
2022
Q4 | $2.08M | Buy |
10,011
+136
| +1% | +$28.3K | 1.01% | 27 |
|
|
2022
Q3 | $1.75M | Sell |
9,875
-2,991
| -23% | -$531K | 0.88% | 29 |
|
|
2022
Q2 | $2.53M | Sell |
12,866
-2,592
| -17% | -$510K | 1.25% | 22 |
|
|
2022
Q1 | $3.43M | Sell |
15,458
-2,034
| -12% | -$451K | 1.32% | 21 |
|
|
2021
Q4 | $3.79M | Buy |
17,492
+4,936
| +39% | +$1.07M | 1.39% | 22 |
|
|
2021
Q3 | $2.8M | Buy |
12,556
+1,606
| +15% | +$358K | 1.08% | 24 |
|
|
2021
Q2 | $2.56M | Buy |
10,950
+879
| +9% | +$206K | 1.04% | 23 |
|
|
2021
Q1 | $2.13M | Buy |
10,071
+1,110
| +12% | +$235K | 0.99% | 27 |
|
|
2020
Q4 | $1.96M | Buy |
8,961
+2,152
| +32% | +$471K | 1.07% | 31 |
|
|
2020
Q3 | $1.36M | Buy |
6,809
+830
| +14% | +$166K | 0.9% | 31 |
|
|
2020
Q2 | $1.15M | Buy |
5,979
+29
| +0.5% | +$5.6K | 0.93% | 25 |
|
|
2020
Q1 | $958K | Sell |
5,950
-163
| -3% | -$26.2K | 1.01% | 23 |
|
|
2019
Q4 | $1.15M | Sell |
6,113
-452
| -7% | -$84.9K | 0.87% | 29 |
|
|
2019
Q3 | $1.13M | Buy |
+6,565
| New | +$1.13M | 0.98% | 29 |
|