9258 Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.2M | Buy |
7,998
+24
| +0.3% | +$6.6K | 0.33% | 61 |
|
|
2024
Q2 | $2.09M | Buy |
7,974
+220
| +3% | +$57.7K | 0.32% | 63 |
|
|
2024
Q1 | $2.16M | Sell |
7,754
-289
| -4% | -$80.7K | 0.34% | 59 |
|
|
2023
Q4 | $2.09M | Buy |
8,043
+1,387
| +21% | +$361K | 0.37% | 58 |
|
|
2023
Q3 | $1.53M | Buy |
6,656
+159
| +2% | +$36.6K | 0.3% | 69 |
|
|
2023
Q2 | $1.54M | Buy |
6,497
+887
| +16% | +$211K | 0.29% | 67 |
|
|
2023
Q1 | $1.26M | Buy |
5,610
+44
| +0.8% | +$9.92K | 0.26% | 82 |
|
|
2022
Q4 | $1.16M | Buy |
5,566
+871
| +19% | +$181K | 0.25% | 84 |
|
|
2022
Q3 | $834K | Sell |
4,695
-400
| -8% | -$71.1K | 0.21% | 105 |
|
|
2022
Q2 | $1M | Buy |
5,095
+282
| +6% | +$55.5K | 0.26% | 96 |
|
|
2022
Q1 | $1.07M | Sell |
4,813
-322
| -6% | -$71.4K | 0.25% | 92 |
|
|
2021
Q4 | $1.11M | Buy |
5,135
+950
| +23% | +$206K | 0.26% | 85 |
|
|
2021
Q3 | $932K | Buy |
4,185
+252
| +6% | +$56.1K | 0.25% | 99 |
|
|
2021
Q2 | $920K | Sell |
3,933
-58
| -1% | -$13.6K | 0.25% | 99 |
|
|
2021
Q1 | $845K | Buy |
3,991
+681
| +21% | +$144K | 0.25% | 96 |
|
|
2020
Q4 | $724K | Buy |
3,310
+54
| +2% | +$11.8K | 0.24% | 106 |
|
|
2020
Q3 | $592K | Buy |
3,256
+89
| +3% | +$16.2K | 0.22% | 115 |
|
|
2020
Q2 | $612K | Buy |
3,167
+667
| +27% | +$129K | 0.25% | 113 |
|
|
2020
Q1 | $429K | Buy |
2,500
+115
| +5% | +$19.7K | 0.19% | 140 |
|
|
2019
Q4 | $448K | Buy |
2,385
+625
| +36% | +$117K | 0.16% | 164 |
|
|
2019
Q3 | $303K | Buy |
1,760
+20
| +1% | +$3.44K | 0.24% | 131 |
|
|
2019
Q2 | $302K | Buy |
1,740
+171
| +11% | +$29.7K | 0.24% | 127 |
|
|
2019
Q1 | $245K | Buy |
+1,569
| New | +$245K | 0.21% | 132 |
|