Alaethes Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
9,592
+107
| +1% | +$38K | 1.02% | 22 |
|
|
2025
Q1 | $3.32M | Buy |
9,485
+172
| +2% | +$60.3K | 1.22% | 16 |
|
|
2024
Q4 | $2.94M | Buy |
9,313
+139
| +2% | +$43.9K | 1.05% | 22 |
|
|
2024
Q3 | $2.52M | Buy |
9,174
+348
| +4% | +$95.7K | 0.93% | 28 |
|
|
2024
Q2 | $2.32M | Buy |
8,826
+156
| +2% | +$40.9K | 0.96% | 27 |
|
|
2024
Q1 | $2.42M | Sell |
8,670
-173
| -2% | -$48.3K | 1.06% | 26 |
|
|
2023
Q4 | $2.3M | Buy |
8,843
+37
| +0.4% | +$9.63K | 1.09% | 24 |
|
|
2023
Q3 | $2.03M | Sell |
8,806
-15
| -0.2% | -$3.45K | 1.11% | 20 |
|
|
2023
Q2 | $2.09M | Buy |
8,821
+333
| +4% | +$79.1K | 1.15% | 17 |
|
|
2023
Q1 | $1.91M | Buy |
8,488
+518
| +6% | +$117K | 1.12% | 18 |
|
|
2022
Q4 | $1.66M | Buy |
7,970
+252
| +3% | +$52.4K | 1.14% | 25 |
|
|
2022
Q3 | $1.37M | Buy |
7,718
+300
| +4% | +$53.3K | 1.01% | 29 |
|
|
2022
Q2 | $1.46M | Buy |
7,418
+109
| +1% | +$21.5K | 1.08% | 23 |
|
|
2022
Q1 | $1.62M | Buy |
7,309
+199
| +3% | +$44.1K | 1.03% | 25 |
|
|
2021
Q4 | $1.54M | Buy |
7,110
+1,100
| +18% | +$238K | 0.97% | 29 |
|
|
2021
Q3 | $1.34M | Buy |
6,010
+342
| +6% | +$76.2K | 0.97% | 29 |
|
|
2021
Q2 | $1.33M | Buy |
5,668
+342
| +6% | +$79.9K | 1.02% | 26 |
|
|
2021
Q1 | $1.13M | Buy |
+5,326
| New | +$1.13M | 1.05% | 27 |
|