YWM
Yoder Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
1,605
+121
| +8% | +$43K | 0.3% | 61 |
|
|
2025
Q1 | $520K | Sell |
1,484
-74
| -5% | -$25.9K | 0.29% | 61 |
|
|
2024
Q4 | $492K | Sell |
1,558
-19
| -1% | -$6.01K | 0.27% | 63 |
|
|
2024
Q3 | $434K | Sell |
1,577
-65
| -4% | -$17.9K | 0.26% | 65 |
|
|
2024
Q2 | $431K | Sell |
1,642
-49
| -3% | -$12.9K | 0.28% | 63 |
|
|
2024
Q1 | $472K | Sell |
1,691
-76
| -4% | -$21.2K | 0.31% | 58 |
|
|
2023
Q4 | $460K | Buy |
+1,767
| New | +$460K | 0.32% | 58 |
|
|
2023
Q3 | – | Sell |
-1,008
| Closed | -$239K | – | 81 |
|
|
2023
Q2 | $239K | Buy |
+1,008
| New | +$239K | 0.19% | 65 |
|