Act 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 | $974K | Buy |
2,743
+393
| +17% | +$140K | 0.41% | 21 |
|
|
2025
Q1 | $824K | Sell |
2,350
-25
| -1% | -$8.76K | 0.37% | 20 |
|
|
2024
Q4 | $751K | Hold |
2,375
| – | – | 0.35% | 20 |
|
|
2024
Q3 | $653K | Sell |
2,375
-9
| -0.4% | -$2.48K | 0.29% | 22 |
|
|
2024
Q2 | $626K | Sell |
2,384
-205
| -8% | -$53.8K | 0.31% | 21 |
|
|
2024
Q1 | $723K | Hold |
2,589
| – | – | 0.36% | 18 |
|
|
2023
Q4 | $674K | Buy |
2,589
+1
| +0% | +$260 | 0.36% | 17 |
|
|
2023
Q3 | $595K | Hold |
2,588
| – | – | 0.4% | 17 |
|
|
2023
Q2 | $615K | Sell |
2,588
-25
| -1% | -$5.94K | 0.35% | 17 |
|
|
2023
Q1 | $589K | Buy |
2,613
+1
| +0% | +$225 | 0.35% | 17 |
|
|
2022
Q4 | $543K | Hold |
2,612
| – | – | 0.34% | 16 |
|
|
2022
Q3 | $464K | Buy |
2,612
+1
| +0% | +$178 | 0.33% | 17 |
|
|
2022
Q2 | $514K | Hold |
2,611
| – | – | 0.34% | 17 |
|
|
2022
Q1 | $579K | Hold |
2,611
| – | – | 0.33% | 18 |
|
|
2021
Q4 | $566K | Buy |
2,611
+1
| +0% | +$217 | 0.33% | 14 |
|
|
2021
Q3 | $610K | Hold |
2,610
| – | – | 0.38% | 15 |
|
|
2021
Q2 | $610K | Hold |
2,610
| – | – | 0.38% | 15 |
|
|
2021
Q1 | $553K | Buy |
2,610
+1
| +0% | +$212 | 0.36% | 15 |
|
|
2020
Q4 | $571K | Buy |
+2,609
| New | +$571K | 0.37% | 14 |
|