Chemistry 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 | $548K | Buy |
1,544
+175
| +13% | +$62.1K | 0.12% | 105 |
|
|
2025
Q1 | $480K | Buy |
1,369
+291
| +27% | +$102K | 0.11% | 104 |
|
|
2024
Q4 | $341K | Buy |
1,078
+130
| +14% | +$41.1K | 0.08% | 124 |
|
|
2024
Q3 | $261K | Buy |
948
+50
| +6% | +$13.7K | 0.06% | 147 |
|
|
2024
Q2 | $236K | Hold |
898
| – | – | 0.06% | 144 |
|
|
2024
Q1 | $251K | Sell |
898
-9
| -1% | -$2.51K | 0.07% | 143 |
|
|
2023
Q4 | $236K | Buy |
907
+23
| +3% | +$5.99K | 0.07% | 137 |
|
|
2023
Q3 | $203K | Buy |
+884
| New | +$203K | 0.07% | 139 |
|