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TMD Wealth Management, LLC

SEC CIK
0001842820
Latest filing
Aug 8, 2024

V holding history

Visa Inc. in every 13F filed by TMD Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2024 holdings

Shares (Q2 2024)
3,137
Value
$823.4K
% of portfolio
0.2%
Quarters held
14
Since Q1 2021
Holdings of V by TMD Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20243,137$823.4K0.2%+3+0.1%AddedHolders
Q1 20243,134$874.6K0.2%00.0%UnchangedHolders
Q4 20233,134$815.9K0.2%00.0%UnchangedHolders
Q3 20233,134$720.9K0.2%00.0%UnchangedHolders
Q2 20233,134$744.3K0.2%+669+27.1%AddedHolders
Q1 20232,465$555.8K0.2%−30−1.2%ReducedHolders
Q4 20222,495$518.4K0.2%+34+1.4%AddedHolders
Q3 20222,461$437.0K0.2%+30+1.2%AddedHolders
Q2 20222,431$479.0K0.2%00.0%UnchangedHolders
Q1 20222,431$539.0K0.2%00.0%UnchangedHolders
Q4 20212,431$527.0K0.2%00.0%UnchangedHolders
Q3 20212,431$542.0K0.2%00.0%UnchangedHolders
Q2 20212,431$568.0K0.2%00.0%UnchangedHolders
Q1 20212,431$515.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.