BlackDiamond 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 | $851K | Sell |
2,394
-107
| -4% | -$38K | 0.49% | 45 |
|
|
2025
Q1 | $882K | Sell |
2,501
-29
| -1% | -$10.2K | 0.6% | 40 |
|
|
2024
Q4 | $800K | Buy |
2,530
+12
| +0.5% | +$3.79K | 0.46% | 48 |
|
|
2024
Q3 | $780K | Buy |
2,518
+54
| +2% | +$16.7K | 0.47% | 51 |
|
|
2024
Q2 | $640K | Buy |
2,464
+94
| +4% | +$24.4K | 0.42% | 57 |
|
|
2024
Q1 | $661K | Sell |
2,370
-29
| -1% | -$8.09K | 0.47% | 53 |
|
|
2023
Q4 | $661K | Buy |
2,399
+289
| +14% | +$79.6K | 0.49% | 46 |
|
|
2023
Q3 | $492K | Buy |
2,110
+3
| +0.1% | +$699 | 0.44% | 52 |
|
|
2023
Q2 | $503K | Buy |
2,107
+160
| +8% | +$38.2K | 0.42% | 63 |
|
|
2023
Q1 | $447K | Buy |
1,947
+21
| +1% | +$4.82K | 0.46% | 56 |
|
|
2022
Q4 | $426K | Buy |
+1,926
| New | +$426K | 0.48% | 60 |
|