YWS
Yarger Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
2,635
+222
| +9% | +$78.8K | 0.49% | 42 |
|
|
2025
Q1 | $846K | Buy |
2,413
+104
| +5% | +$36.5K | 0.49% | 38 |
|
|
2024
Q4 | $730K | Buy |
2,309
+283
| +14% | +$89.4K | 0.42% | 43 |
|
|
2024
Q3 | $557K | Buy |
2,026
+125
| +7% | +$34.4K | 0.31% | 46 |
|
|
2024
Q2 | $499K | Buy |
1,901
+121
| +7% | +$31.8K | 0.3% | 50 |
|
|
2024
Q1 | $497K | Buy |
1,780
+308
| +21% | +$85.9K | 0.34% | 48 |
|
|
2023
Q4 | $383K | Buy |
1,472
+125
| +9% | +$32.5K | 0.31% | 47 |
|
|
2023
Q3 | $310K | Buy |
1,347
+26
| +2% | +$5.98K | 0.26% | 50 |
|
|
2023
Q2 | $314K | Sell |
1,321
-99
| -7% | -$23.5K | 0.28% | 47 |
|
|
2023
Q1 | $320K | Buy |
1,420
+3
| +0.2% | +$677 | 0.35% | 42 |
|
|
2022
Q4 | $294K | Buy |
1,417
+3
| +0.2% | +$623 | 0.36% | 37 |
|
|
2022
Q3 | $251K | Sell |
1,414
-154
| -10% | -$27.3K | 0.33% | 42 |
|
|
2022
Q2 | $319K | Buy |
1,568
+2
| +0.1% | +$407 | 0.41% | 39 |
|
|
2022
Q1 | $347K | Buy |
+1,566
| New | +$347K | 0.45% | 37 |
|