Centurion 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
$2.04M Sell
5,746
-171
-3% -$60.7K 0.58% 43
2025
Q1
$1.87M Hold
5,917
0.59% 36
2024
Q4
$1.87M Sell
5,917
-71
-1% -$22.4K 0.59% 36
2024
Q3
$1.65M Buy
+5,988
New +$1.65M 0.53% 43
2024
Q1
$1.49M Sell
5,324
-60
-1% -$16.7K 0.59% 35
2023
Q4
$1.4M Sell
5,384
-28
-0.5% -$7.29K 0.6% 32
2023
Q3
$1.24M Buy
5,412
+17
+0.3% +$3.91K 0.61% 35
2023
Q2
$1.28M Sell
5,395
-19
-0.4% -$4.51K 0.62% 34
2023
Q1
$1.22M Buy
5,414
+56
+1% +$12.6K 0.62% 34
2022
Q4
$1.11M Buy
+5,358
New +$1.11M 0.63% 40