Accretive Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
4,340
+38
| +0.9% | +$13.5K | 0.51% | 62 |
|
|
2025
Q1 | $1.5M | Buy |
4,302
+499
| +13% | +$174K | 0.53% | 63 |
|
|
2024
Q4 | $1.2M | Sell |
3,803
-8
| -0.2% | -$2.53K | 0.51% | 65 |
|
|
2024
Q3 | $1.05M | Sell |
3,811
-203
| -5% | -$55.8K | 0.44% | 79 |
|
|
2024
Q2 | $1.05M | Sell |
4,014
-3
| -0.1% | -$787 | 0.44% | 71 |
|
|
2024
Q1 | $1.08M | Buy |
4,017
+108
| +3% | +$29K | 0.48% | 66 |
|
|
2023
Q4 | $1.02M | Sell |
3,909
-22
| -0.6% | -$5.73K | 0.49% | 73 |
|
|
2023
Q3 | $904K | Buy |
3,931
+58
| +1% | +$13.3K | 0.54% | 60 |
|
|
2023
Q2 | $920K | Buy |
3,873
+160
| +4% | +$38K | 0.55% | 64 |
|
|
2023
Q1 | $837K | Buy |
3,713
+57
| +2% | +$12.9K | 0.54% | 58 |
|
|
2022
Q4 | $760K | Buy |
3,656
+102
| +3% | +$21.2K | 0.52% | 60 |
|
|
2022
Q3 | $631K | Sell |
3,554
-12
| -0.3% | -$2.13K | 0.48% | 68 |
|
|
2022
Q2 | $702K | Sell |
3,566
-263
| -7% | -$51.8K | 0.51% | 68 |
|
|
2022
Q1 | $849K | Buy |
3,829
+79
| +2% | +$17.5K | 0.53% | 69 |
|
|
2021
Q4 | $813K | Buy |
3,750
+248
| +7% | +$53.8K | 0.52% | 78 |
|
|
2021
Q3 | $780K | Buy |
3,502
+254
| +8% | +$56.6K | 0.55% | 72 |
|
|
2021
Q2 | $759K | Buy |
3,248
+254
| +8% | +$59.4K | 0.55% | 72 |
|
|
2021
Q1 | $634K | Buy |
2,994
+376
| +14% | +$79.6K | 0.57% | 78 |
|
|
2020
Q4 | $573K | Buy |
+2,618
| New | +$573K | 0.57% | 79 |
|