Brass Tax 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 | $881K | Buy |
2,482
+35
| +1% | +$12.4K | 0.17% | 63 |
|
|
2025
Q1 | $857K | Buy |
2,447
+108
| +5% | +$37.8K | 0.18% | 66 |
|
|
2024
Q4 | $739K | Sell |
2,339
-20
| -0.8% | -$6.32K | 0.16% | 74 |
|
|
2024
Q3 | $648K | Buy |
2,359
+318
| +16% | +$87.4K | 0.14% | 77 |
|
|
2024
Q2 | $536K | Buy |
2,041
+331
| +19% | +$86.9K | 0.23% | 59 |
|
|
2024
Q1 | $477K | Buy |
+1,710
| New | +$477K | 0.25% | 53 |
|