Alterna 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 | $952K | Sell |
2,680
-1,250
| -32% | -$444K | 0.76% | 38 |
|
|
2025
Q1 | $1.38M | Buy |
3,930
+143
| +4% | +$50.1K | 1.04% | 25 |
|
|
2024
Q4 | $1.2M | Sell |
3,787
-60
| -2% | -$19K | 1.01% | 25 |
|
|
2024
Q3 | $1.06M | Sell |
3,847
-330
| -8% | -$90.7K | 0.95% | 31 |
|
|
2024
Q2 | $1.1M | Hold |
4,177
| – | – | 0.96% | 30 |
|
|
2024
Q1 | $1.17M | Hold |
4,177
| – | – | 0.94% | 22 |
|
|
2023
Q4 | $1.09M | Buy |
4,177
+700
| +20% | +$182K | 1.31% | 22 |
|
|
2023
Q3 | $800K | Sell |
3,477
-49
| -1% | -$11.3K | 1.02% | 33 |
|
|
2023
Q2 | $837K | Sell |
3,526
-27
| -0.8% | -$6.41K | 0.97% | 33 |
|
|
2023
Q1 | $801K | Sell |
3,553
-1,387
| -28% | -$313K | 1% | 28 |
|
|
2022
Q4 | $1.03M | Hold |
4,940
| – | – | 1.15% | 26 |
|
|
2022
Q3 | $878K | Sell |
4,940
-148
| -3% | -$26.3K | 1.04% | 26 |
|
|
2022
Q2 | $1M | Buy |
5,088
+190
| +4% | +$37.4K | 1.02% | 28 |
|
|
2022
Q1 | $1.09M | Buy |
4,898
+360
| +8% | +$79.8K | 0.92% | 27 |
|
|
2021
Q4 | $983K | Buy |
+4,538
| New | +$983K | 0.82% | 34 |
|
|
2020
Q4 | $766K | Sell |
3,502
-75
| -2% | -$16.4K | 0.97% | 33 |
|
|
2020
Q3 | $715K | Hold |
3,577
| – | – | 1.04% | 29 |
|
|
2020
Q2 | $691K | Buy |
3,577
+410
| +13% | +$79.2K | 0.83% | 29 |
|
|
2020
Q1 | $510K | Sell |
3,167
-353
| -10% | -$56.8K | 0.74% | 32 |
|
|
2019
Q4 | $661K | Sell |
3,520
-253
| -7% | -$47.5K | 0.73% | 33 |
|
|
2019
Q3 | $649K | Hold |
3,773
| – | – | 0.77% | 33 |
|
|
2019
Q2 | $655K | Sell |
3,773
-8,291
| -69% | -$1.44M | 0.79% | 37 |
|
|
2019
Q1 | $1.88M | Sell |
12,064
-9,997
| -45% | -$1.56M | 1.59% | 20 |
|
|
2018
Q4 | $2.32M | Buy |
+22,061
| New | +$2.32M | 0.38% | 43 |
|