Abound 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 | $269K | Sell |
757
-110
| -13% | -$39K | 0.08% | 59 |
|
|
2025
Q1 | $304K | Sell |
867
-79
| -8% | -$27.7K | 0.1% | 52 |
|
|
2024
Q4 | $299K | Sell |
946
-4
| -0.4% | -$1.27K | 0.1% | 50 |
|
|
2024
Q3 | $261K | Buy |
950
+107
| +13% | +$29.4K | 0.09% | 52 |
|
|
2024
Q2 | $221K | Buy |
843
+65
| +8% | +$17.1K | 0.08% | 57 |
|
|
2024
Q1 | $217K | Sell |
778
-95
| -11% | -$26.5K | 0.08% | 59 |
|
|
2023
Q4 | $227K | Buy |
873
+43
| +5% | +$11.2K | 0.09% | 51 |
|
|
2023
Q3 | $191K | Buy |
830
+11
| +1% | +$2.53K | 0.08% | 54 |
|
|
2023
Q2 | $194K | Buy |
819
+317
| +63% | +$75.3K | 0.08% | 53 |
|
|
2023
Q1 | $113K | Sell |
502
-382
| -43% | -$86.1K | 0.05% | 70 |
|
|
2022
Q4 | $184K | Buy |
884
+435
| +97% | +$90.4K | 0.09% | 50 |
|
|
2022
Q3 | $79.8K | Buy |
+449
| New | +$79.8K | 0.04% | 73 |
|