Aviso 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 | $2.1M | Buy |
5,918
+30
| +0.5% | +$10.7K | 0.98% | 23 |
|
|
2025
Q1 | $2.06M | Buy |
5,888
+127
| +2% | +$44.5K | 1.1% | 19 |
|
|
2024
Q4 | $1.82M | Buy |
5,761
+635
| +12% | +$201K | 0.93% | 25 |
|
|
2024
Q3 | $1.41M | Buy |
5,126
+5
| +0.1% | +$1.38K | 0.76% | 34 |
|
|
2024
Q2 | $1.34M | Buy |
5,121
+94
| +2% | +$24.7K | 0.8% | 30 |
|
|
2024
Q1 | $1.4M | Buy |
5,027
+241
| +5% | +$67.3K | 0.88% | 27 |
|
|
2023
Q4 | $1.25M | Buy |
+4,786
| New | +$1.25M | 0.9% | 26 |
|