Carolinas Wealth Consulting’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,819
| Closed | -$637K | – | 896 |
|
|
2025
Q1 | $637K | Buy |
1,819
+252
| +16% | +$88.3K | 0.14% | 83 |
|
|
2024
Q4 | $495K | Sell |
1,567
-7
| -0.4% | -$2.21K | 0.1% | 106 |
|
|
2024
Q3 | $433K | Sell |
1,574
-432
| -22% | -$119K | 0.08% | 127 |
|
|
2024
Q2 | $526K | Sell |
2,006
-319
| -14% | -$83.7K | 0.1% | 100 |
|
|
2024
Q1 | $649K | Buy |
2,325
+461
| +25% | +$129K | 0.13% | 83 |
|
|
2023
Q4 | $485K | Buy |
1,864
+73
| +4% | +$19K | 0.11% | 92 |
|
|
2023
Q3 | $421K | Sell |
1,791
-154
| -8% | -$36.2K | 0.1% | 94 |
|
|
2023
Q2 | $462K | Sell |
1,945
-467
| -19% | -$111K | 0.09% | 108 |
|
|
2023
Q1 | $544K | Sell |
2,412
-196
| -8% | -$44.2K | 0.12% | 96 |
|
|
2022
Q4 | $542K | Buy |
2,608
+259
| +11% | +$53.8K | 0.12% | 91 |
|
|
2022
Q3 | $417K | Sell |
2,349
-119
| -5% | -$21.1K | 0.11% | 100 |
|
|
2022
Q2 | $486K | Buy |
2,468
+147
| +6% | +$28.9K | 0.12% | 88 |
|
|
2022
Q1 | $515K | Buy |
2,321
+253
| +12% | +$56.1K | 0.11% | 88 |
|
|
2021
Q4 | $448K | Sell |
2,068
-39
| -2% | -$8.45K | 0.1% | 96 |
|
|
2021
Q3 | $469K | Sell |
2,107
-559
| -21% | -$124K | 0.11% | 89 |
|
|
2021
Q2 | $624K | Buy |
2,666
+89
| +3% | +$20.8K | 0.14% | 79 |
|
|
2021
Q1 | $546K | Buy |
2,577
+162
| +7% | +$34.3K | 0.13% | 78 |
|
|
2020
Q4 | $528K | Buy |
2,415
+688
| +40% | +$150K | 0.14% | 75 |
|
|
2020
Q3 | $345K | Buy |
1,727
+1,285
| +291% | +$257K | 0.12% | 81 |
|
|
2020
Q2 | $85K | Buy |
+442
| New | +$85K | 0.03% | 161 |
|