Aberdeen 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 | $471K | Hold |
1,326
| – | – | 0.31% | 88 |
|
|
2025
Q1 | $465K | Hold |
1,326
| – | – | 0.32% | 87 |
|
|
2024
Q4 | $419K | Sell |
1,326
-49
| -4% | -$15.5K | 0.29% | 95 |
|
|
2024
Q3 | $378K | Hold |
1,375
| – | – | 0.25% | 102 |
|
|
2024
Q2 | $361K | Hold |
1,375
| – | – | 0.24% | 105 |
|
|
2024
Q1 | $384K | Sell |
1,375
-254
| -16% | -$70.9K | 0.22% | 111 |
|
|
2023
Q4 | $424K | Buy |
1,629
+1
| +0.1% | +$260 | 0.31% | 97 |
|
|
2023
Q3 | $374K | Buy |
1,628
+1
| +0.1% | +$230 | 0.28% | 101 |
|
|
2023
Q2 | $386K | Hold |
1,627
| – | – | 0.28% | 102 |
|
|
2023
Q1 | $367K | Sell |
1,627
-1
| -0.1% | -$225 | 0.27% | 100 |
|
|
2022
Q4 | $338K | Buy |
1,628
+1
| +0.1% | +$208 | 0.26% | 105 |
|
|
2022
Q3 | $289K | Hold |
1,627
| – | – | 0.25% | 104 |
|
|
2022
Q2 | $320K | Buy |
1,627
+1
| +0.1% | +$197 | 0.25% | 105 |
|
|
2022
Q1 | $361K | Hold |
1,626
| – | – | 0.25% | 107 |
|
|
2021
Q4 | $352K | Buy |
1,626
+1
| +0.1% | +$216 | 0.23% | 106 |
|
|
2021
Q3 | $362K | Sell |
1,625
-50
| -3% | -$11.1K | 0.35% | 96 |
|
|
2021
Q2 | $392K | Buy |
1,675
+101
| +6% | +$23.6K | 0.36% | 92 |
|
|
2021
Q1 | $333K | Sell |
1,574
-334
| -18% | -$70.7K | 0.26% | 107 |
|
|
2020
Q4 | $417K | Buy |
1,908
+335
| +21% | +$73.2K | 0.31% | 85 |
|
|
2020
Q3 | $315K | Sell |
1,573
-1,418
| -47% | -$284K | 0.3% | 97 |
|
|
2020
Q2 | $578K | Buy |
2,991
+989
| +49% | +$191K | 0.62% | 56 |
|
|
2020
Q1 | $323K | Sell |
2,002
-10
| -0.5% | -$1.61K | 0.39% | 76 |
|
|
2019
Q4 | $378K | Buy |
+2,012
| New | +$378K | 0.28% | 92 |
|