49 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 | $1.42M | Sell |
3,991
-14
| -0.3% | -$4.97K | 0.15% | 42 |
|
|
2025
Q1 | $1.4M | Buy |
4,005
+423
| +12% | +$148K | 0.17% | 47 |
|
|
2024
Q4 | $1.13M | Buy |
3,582
+61
| +2% | +$19.3K | 0.16% | 49 |
|
|
2024
Q3 | $968K | Buy |
3,521
+904
| +35% | +$249K | 0.16% | 59 |
|
|
2024
Q2 | $689K | Buy |
2,617
+1,533
| +141% | +$404K | 0.14% | 65 |
|
|
2024
Q1 | $302K | Buy |
+1,084
| New | +$302K | 0.06% | 86 |
|