Boomfish 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 | $3.47M | Buy |
9,781
+889
| +10% | +$316K | 2.01% | 8 |
|
2025
Q1 | $3.12M | Sell |
8,892
-310
| -3% | -$109K | 2.02% | 8 |
|
2024
Q4 | $2.91M | Buy |
9,202
+138
| +2% | +$43.6K | 1.76% | 14 |
|
2024
Q3 | $2.49M | Buy |
9,064
+202
| +2% | +$55.5K | 1.53% | 23 |
|
2024
Q2 | $2.33M | Buy |
8,862
+95
| +1% | +$24.9K | 1.5% | 28 |
|
2024
Q1 | $2.45M | Sell |
8,767
-406
| -4% | -$113K | 1.65% | 21 |
|
2023
Q4 | $2.39M | Buy |
+9,173
| New | +$2.39M | 1.72% | 21 |
|