Altium Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.49M | Buy |
22,825
+2,163
| +10% | +$426K | 0.32% | 43 |
|
|
2022
Q1 | $4.58M | Buy |
20,662
+1,570
| +8% | +$348K | 0.3% | 43 |
|
|
2021
Q4 | $4.14M | Buy |
19,092
+209
| +1% | +$45.3K | 0.27% | 46 |
|
|
2021
Q3 | $4.21M | Sell |
18,883
-237
| -1% | -$52.8K | 0.3% | 37 |
|
|
2021
Q2 | $4.47M | Sell |
19,120
-867
| -4% | -$203K | 0.33% | 34 |
|
|
2021
Q1 | $4.23M | Sell |
19,987
-229
| -1% | -$48.5K | 0.34% | 35 |
|
|
2020
Q4 | $4.42M | Buy |
20,216
+776
| +4% | +$170K | 0.39% | 32 |
|
|
2020
Q3 | $3.89M | Buy |
19,440
+731
| +4% | +$146K | 0.4% | 31 |
|
|
2020
Q2 | $3.61M | Buy |
18,709
+2,241
| +14% | +$433K | 0.41% | 31 |
|
|
2020
Q1 | $2.65M | Buy |
16,468
+1,305
| +9% | +$210K | 0.36% | 38 |
|
|
2019
Q4 | $2.85M | Buy |
15,163
+551
| +4% | +$104K | 0.34% | 36 |
|
|
2019
Q3 | $2.51M | Buy |
14,612
+1,134
| +8% | +$195K | 0.34% | 40 |
|
|
2019
Q2 | $2.34M | Buy |
13,478
+198
| +1% | +$34.4K | 0.34% | 40 |
|
|
2019
Q1 | $2.07M | Buy |
13,280
+189
| +1% | +$29.5K | 0.33% | 38 |
|
|
2018
Q4 | $1.73M | Buy |
13,091
+1,552
| +13% | +$205K | 0.33% | 44 |
|
|
2018
Q3 | $1.73M | Buy |
11,539
+755
| +7% | +$113K | 0.33% | 44 |
|
|
2018
Q2 | $1.43M | Buy |
10,784
+6,932
| +180% | +$918K | 0.38% | 49 |
|
|
2018
Q1 | $460K | Buy |
3,852
+1,138
| +42% | +$136K | 0.18% | 92 |
|
|
2017
Q4 | $309K | Buy |
+2,714
| New | +$309K | 0.14% | 117 |
|