Catalyst Wealth Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$285K Buy
1,266
+4
+0.3% +$890 0.27% 100
2022
Q4
$262K Buy
+1,262
New +$255K 0.25% 106

Other funds holding V

Catalyst Wealth Management's V Position: Q1 2023 in Review

Catalyst Wealth Management increased its Visa (V) stake by 0.32% in Q1 2023, buying an estimated $890 and bringing the position to 1,266 shares worth $285K. The position accounts for 0.27% of the portfolio, ranked #100.

Catalyst Wealth Management first reported a position in V in Q4 2022 and has held it in 2 quarters since. 3,434 funds tracked by Wall St. Rank hold V as of Q1 2023.

  • Catalyst Wealth Management held 1,266 shares of Visa worth $285K as of Q1 2023.
  • Catalyst Wealth Management bought 4 Visa shares in Q1 2023, an estimated $890.
  • Visa made up 0.27% of Catalyst Wealth Management's portfolio in Q1 2023, its #100 holding.
  • Catalyst Wealth Management first reported a position in Visa in Q4 2022 and has held it in 2 quarters since.
  • 3,434 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.