1900 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 | $1.53M | Sell |
4,313
-39
| -0.9% | -$13.8K | 0.12% | 74 |
|
|
2025
Q1 | $1.53M | Sell |
4,352
-193
| -4% | -$67.6K | 0.13% | 75 |
|
|
2024
Q4 | $1.44M | Buy |
4,545
+152
| +3% | +$48K | 0.12% | 79 |
|
|
2024
Q3 | $1.21M | Buy |
4,393
+1
| +0% | +$275 | 0.1% | 88 |
|
|
2024
Q2 | $1.15M | Sell |
4,392
-281
| -6% | -$73.8K | 0.11% | 89 |
|
|
2024
Q1 | $1.3M | Sell |
4,673
-221
| -5% | -$61.7K | 0.12% | 91 |
|
|
2023
Q4 | $1.27M | Sell |
4,894
-494
| -9% | -$129K | 0.12% | 119 |
|
|
2023
Q3 | $1.24M | Sell |
5,388
-286
| -5% | -$65.8K | 0.12% | 119 |
|
|
2023
Q2 | $1.35M | Buy |
5,674
+303
| +6% | +$72K | 0.14% | 106 |
|
|
2023
Q1 | $1.13M | Buy |
5,371
+568
| +12% | +$119K | 0.12% | 112 |
|
|
2022
Q4 | $998K | Buy |
4,803
+5
| +0.1% | +$1.04K | 0.11% | 119 |
|
|
2022
Q3 | $853K | Sell |
4,798
-59
| -1% | -$10.5K | 0.1% | 121 |
|
|
2022
Q2 | $956K | Buy |
4,857
+68
| +1% | +$13.4K | 0.1% | 118 |
|
|
2022
Q1 | $1.06M | Buy |
4,789
+2,100
| +78% | +$466K | 0.1% | 119 |
|
|
2021
Q4 | $583K | Buy |
+2,689
| New | +$583K | 0.05% | 161 |
|