Altus Wealth Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
7,300
+46
| +0.6% | +$16.3K | 1.15% | 16 |
|
|
2025
Q1 | $2.54M | Buy |
7,254
+67
| +0.9% | +$23.5K | 1.19% | 14 |
|
|
2024
Q4 | $2.27M | Buy |
7,187
+152
| +2% | +$48K | 1% | 24 |
|
|
2024
Q3 | $1.93M | Buy |
7,035
+218
| +3% | +$59.9K | 0.83% | 32 |
|
|
2024
Q2 | $1.79M | Buy |
6,817
+49
| +0.7% | +$12.9K | 0.9% | 29 |
|
|
2024
Q1 | $1.89M | Sell |
6,768
-64
| -0.9% | -$17.9K | 0.95% | 29 |
|
|
2023
Q4 | $1.78M | Buy |
6,832
+5
| +0.1% | +$1.3K | 0.99% | 21 |
|
|
2023
Q3 | $1.57M | Sell |
6,827
-121
| -2% | -$27.8K | 1% | 23 |
|
|
2023
Q2 | $1.65M | Sell |
6,948
-99
| -1% | -$23.5K | 1.01% | 22 |
|
|
2023
Q1 | $1.59M | Sell |
7,047
-348
| -5% | -$78.5K | 1.07% | 23 |
|
|
2022
Q4 | $1.54M | Buy |
7,395
+57
| +0.8% | +$11.8K | 1.17% | 18 |
|
|
2022
Q3 | $1.64M | Hold |
7,338
| – | – | 1.63% | 14 |
|
|
2022
Q2 | $1.64M | Sell |
7,338
-95
| -1% | -$21.2K | 1.63% | 14 |
|
|
2022
Q1 | $1.65M | Buy |
7,433
+104
| +1% | +$23.1K | 1.35% | 16 |
|
|
2021
Q4 | $1.59M | Sell |
7,329
-9
| -0.1% | -$1.95K | 1.31% | 14 |
|
|
2021
Q3 | $1.64M | Buy |
7,338
+850
| +13% | +$189K | 1.63% | 14 |
|
|
2021
Q2 | $1.52M | Sell |
6,488
-5
| -0.1% | -$1.17K | 1.48% | 14 |
|
|
2021
Q1 | $1.51M | Sell |
6,493
-811
| -11% | -$188K | 1.5% | 15 |
|
|
2020
Q4 | $1.6M | Buy |
+7,304
| New | +$1.6M | 1.53% | 13 |
|