1858 Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
3,609
+258
| +8% | +$91.6K | 0.95% | 30 |
|
|
2025
Q1 | $1.17M | Sell |
3,351
-97
| -3% | -$34K | 0.99% | 28 |
|
|
2024
Q4 | $1.09M | Buy |
3,448
+3
| +0.1% | +$948 | 0.86% | 32 |
|
|
2024
Q3 | $947K | Sell |
3,445
-2,360
| -41% | -$649K | 0.78% | 33 |
|
|
2024
Q2 | $1.52M | Buy |
5,805
+984
| +20% | +$258K | 1.26% | 26 |
|
|
2024
Q1 | $1.26M | Hold |
4,821
| – | – | 1.19% | 24 |
|
|
2023
Q4 | $1.26M | Buy |
+4,821
| New | +$1.26M | 1.19% | 24 |
|