Angeles 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 | $6.48M | Buy |
18,239
+2,111
| +13% | +$750K | 0.44% | 26 |
|
|
2025
Q1 | $5.65M | Buy |
16,128
+200
| +1% | +$70.1K | 0.47% | 27 |
|
|
2024
Q4 | $5.03M | Buy |
15,928
+1,064
| +7% | +$336K | 0.41% | 29 |
|
|
2024
Q3 | $4.09M | Buy |
14,864
+3,080
| +26% | +$847K | 0.35% | 32 |
|
|
2024
Q2 | $3.09M | Buy |
11,784
+792
| +7% | +$208K | 0.29% | 36 |
|
|
2024
Q1 | $3.07M | Buy |
10,992
+1,373
| +14% | +$383K | 0.31% | 36 |
|
|
2023
Q4 | $2.5M | Buy |
9,619
+561
| +6% | +$146K | 0.31% | 32 |
|
|
2023
Q3 | $2.08M | Buy |
9,058
+1,213
| +15% | +$279K | 0.29% | 35 |
|
|
2023
Q2 | $1.86M | Buy |
7,845
+189
| +2% | +$44.9K | 0.25% | 44 |
|
|
2023
Q1 | $1.73M | Buy |
7,656
+365
| +5% | +$82.3K | 0.26% | 46 |
|
|
2022
Q4 | $1.51M | Sell |
7,291
-1,071
| -13% | -$223K | 0.27% | 50 |
|
|
2022
Q3 | $1.49M | Buy |
8,362
+771
| +10% | +$137K | 0.29% | 43 |
|
|
2022
Q2 | $1.5M | Buy |
7,591
+59
| +0.8% | +$11.6K | 0.3% | 42 |
|
|
2022
Q1 | $1.67M | Buy |
+7,532
| New | +$1.67M | 0.32% | 41 |
|