1776 Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.69M | Sell |
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|
2025
Q2 | $3.27M | Sell |
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|
2025
Q1 | $3.28M | Sell |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2.59M | Sell |
|
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.86M | Sell |
|
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|
2023
Q4 | $2.68M | Buy |
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|
2023
Q3 | $2.31M | Buy |
|
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $2.1M | Buy |
|
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.4M | Hold |
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|
2021
Q1 | $2.11M | Sell |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $2.44M | Sell |
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|
2020
Q1 | $3.65M | Buy |
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|
2019
Q4 | $1.39M | Buy |
|