44 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 | $1.87M | Sell |
5,264
-615
| -10% | -$218K | 0.66% | 47 |
|
|
2025
Q1 | $2.06M | Buy |
5,879
+739
| +14% | +$259K | 0.77% | 37 |
|
|
2024
Q4 | $1.62M | Buy |
5,140
+24
| +0.5% | +$7.58K | 0.62% | 46 |
|
|
2024
Q3 | $1.45M | Buy |
+5,116
| New | +$1.45M | 0.51% | 63 |
|
|
2023
Q2 | $720K | Sell |
3,031
-13
| -0.4% | -$3.09K | 0.25% | 85 |
|
|
2023
Q1 | $686K | Sell |
3,044
-471
| -13% | -$106K | 0.23% | 90 |
|
|
2022
Q4 | $730K | Sell |
3,515
-84
| -2% | -$17.5K | 0.25% | 89 |
|
|
2022
Q3 | $639K | Buy |
3,599
+48
| +1% | +$8.52K | 0.26% | 87 |
|
|
2022
Q2 | $699K | Buy |
+3,551
| New | +$699K | 0.27% | 83 |
|
|
2022
Q1 | – | Sell |
-4,849
| Closed | -$1.05M | – | 188 |
|
|
2021
Q4 | $1.05M | Sell |
4,849
-769
| -14% | -$167K | 0.36% | 68 |
|
|
2021
Q3 | $1.25M | Sell |
5,618
-92
| -2% | -$20.5K | 0.48% | 55 |
|
|
2021
Q2 | $1.34M | Sell |
5,710
-73
| -1% | -$17.1K | 0.51% | 53 |
|
|
2021
Q1 | $1.22M | Buy |
5,783
+1,565
| +37% | +$331K | 0.51% | 50 |
|
|
2020
Q4 | $923K | Buy |
+4,218
| New | +$923K | 0.42% | 56 |
|