Castle 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 | $1.5M | Sell |
4,223
-65
| -2% | -$23.1K | 0.54% | 48 |
|
|
2025
Q1 | $1.5M | Sell |
4,288
-11
| -0.3% | -$3.86K | 0.59% | 43 |
|
|
2024
Q4 | $1.36M | Sell |
4,299
-97
| -2% | -$30.7K | 0.53% | 49 |
|
|
2024
Q3 | $1.21M | Buy |
4,396
+604
| +16% | +$166K | 0.48% | 49 |
|
|
2024
Q2 | $995K | Buy |
3,792
+161
| +4% | +$42.3K | 0.48% | 53 |
|
|
2024
Q1 | $1.01M | Sell |
3,631
-599
| -14% | -$167K | 0.53% | 52 |
|
|
2023
Q4 | $1.1M | Buy |
4,230
+120
| +3% | +$31.2K | 0.66% | 42 |
|
|
2023
Q3 | $945K | Buy |
4,110
+766
| +23% | +$176K | 0.67% | 39 |
|
|
2023
Q2 | $794K | Sell |
3,344
-71
| -2% | -$16.9K | 0.55% | 43 |
|
|
2023
Q1 | $770K | Sell |
3,415
-199
| -6% | -$44.9K | 0.6% | 41 |
|
|
2022
Q4 | $751K | Sell |
3,614
-65
| -2% | -$13.5K | 0.47% | 42 |
|
|
2022
Q3 | $654K | Buy |
3,679
+800
| +28% | +$142K | 0.4% | 43 |
|
|
2022
Q2 | $567K | Buy |
+2,879
| New | +$567K | 0.33% | 54 |
|