1776 Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
9,205
-141
| -2% | -$50.1K | 1.35% | 17 |
|
|
2025
Q1 | $3.28M | Sell |
9,346
-75
| -0.8% | -$26.3K | 1.5% | 15 |
|
|
2024
Q4 | $2.98M | Buy |
9,421
+1
| +0% | +$316 | 1.37% | 15 |
|
|
2024
Q3 | $2.59M | Sell |
9,420
-319
| -3% | -$87.7K | 1.16% | 19 |
|
|
2024
Q2 | $2.56M | Sell |
9,739
-523
| -5% | -$137K | 1.15% | 18 |
|
|
2024
Q1 | $2.86M | Sell |
10,262
-29
| -0.3% | -$8.09K | 1.36% | 17 |
|
|
2023
Q4 | $2.68M | Buy |
10,291
+257
| +3% | +$66.9K | 1.33% | 16 |
|
|
2023
Q3 | $2.31M | Buy |
10,034
+44
| +0.4% | +$10.1K | 1.22% | 21 |
|
|
2023
Q2 | $2.37M | Sell |
9,990
-836
| -8% | -$199K | 1.25% | 17 |
|
|
2023
Q1 | $2.44M | Buy |
10,826
+32
| +0.3% | +$7.22K | 1.47% | 13 |
|
|
2022
Q4 | $2.24M | Buy |
10,794
+132
| +1% | +$27.4K | 1.61% | 12 |
|
|
2022
Q3 | $1.9M | Buy |
10,662
+1
| +0% | +$178 | 1.44% | 16 |
|
|
2022
Q2 | $2.1M | Buy |
10,661
+70
| +0.7% | +$13.8K | 1.47% | 14 |
|
|
2022
Q1 | $2.33M | Sell |
10,591
-50
| -0.5% | -$11K | 1.35% | 16 |
|
|
2021
Q4 | $2.31M | Buy |
10,641
+232
| +2% | +$50.3K | 1.24% | 15 |
|
|
2021
Q3 | $2.31M | Buy |
10,409
+138
| +1% | +$30.7K | 1.32% | 15 |
|
|
2021
Q2 | $2.4M | Hold |
10,271
| – | – | 1.35% | 14 |
|
|
2021
Q1 | $2.11M | Sell |
10,271
-8
| -0.1% | -$1.64K | 1.33% | 16 |
|
|
2020
Q4 | $2.25M | Sell |
10,279
-63
| -0.6% | -$13.8K | 1.41% | 13 |
|
|
2020
Q3 | $2.07M | Sell |
10,342
-2,298
| -18% | -$459K | 1.5% | 13 |
|
|
2020
Q2 | $2.44M | Sell |
12,640
-8,684
| -41% | -$1.68M | 1.68% | 11 |
|
|
2020
Q1 | $3.65M | Buy |
21,324
+14,049
| +193% | +$2.41M | 1.54% | 10 |
|
|
2019
Q4 | $1.39M | Buy |
+7,275
| New | +$1.39M | 1.18% | 15 |
|