Caliber Wealth Management (Utah)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,026
| Closed | -$213K | – | 86 |
|
|
2022
Q4 | $213K | Sell |
1,026
-10,234
| -91% | -$2.13M | 0.16% | 83 |
|
|
2022
Q3 | $2M | Sell |
11,260
-331
| -3% | -$58.8K | 1.58% | 27 |
|
|
2022
Q2 | $2.28M | Sell |
11,591
-168
| -1% | -$33.1K | 1.78% | 20 |
|
|
2022
Q1 | $2.61M | Buy |
11,759
+1,049
| +10% | +$233K | 1.66% | 22 |
|
|
2021
Q4 | $2.3M | Buy |
10,710
+2,121
| +25% | +$455K | 1.59% | 23 |
|
|
2021
Q3 | $1.98M | Buy |
8,589
+340
| +4% | +$78.4K | 1.4% | 30 |
|
|
2021
Q2 | $1.93M | Sell |
8,249
-189
| -2% | -$44.2K | 1.37% | 22 |
|
|
2021
Q1 | $1.79M | Buy |
8,438
+643
| +8% | +$136K | 1.3% | 23 |
|
|
2020
Q4 | $1.71M | Buy |
+7,795
| New | +$1.71M | 1.67% | 20 |
|