Cherrydale 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 | $578K | Buy |
1,627
+107
| +7% | +$38K | 0.2% | 40 |
|
|
2025
Q1 | $533K | Sell |
1,520
-13
| -0.8% | -$4.56K | 0.21% | 37 |
|
|
2024
Q4 | $485K | Buy |
1,533
+10
| +0.7% | +$3.16K | 0.19% | 40 |
|
|
2024
Q3 | $419K | Buy |
1,523
+151
| +11% | +$41.5K | 0.17% | 40 |
|
|
2024
Q2 | $360K | Sell |
1,372
-12
| -0.9% | -$3.15K | 0.16% | 45 |
|
|
2024
Q1 | $386K | Buy |
1,384
+161
| +13% | +$44.9K | 0.18% | 38 |
|
|
2023
Q4 | $318K | Buy |
1,223
+97
| +9% | +$25.3K | 0.17% | 37 |
|
|
2023
Q3 | $259K | Buy |
1,126
+18
| +2% | +$4.14K | 0.15% | 40 |
|
|
2023
Q2 | $263K | Buy |
1,108
+43
| +4% | +$10.2K | 0.18% | 33 |
|
|
2023
Q1 | $240K | Buy |
1,065
+78
| +8% | +$17.6K | 0.18% | 32 |
|
|
2022
Q4 | $205K | Buy |
+987
| New | +$205K | 0.17% | 35 |
|
|
2022
Q3 | – | Sell |
-1,044
| Closed | -$205K | – | 36 |
|
|
2022
Q2 | $205K | Buy |
1,044
+67
| +7% | +$13.2K | 0.19% | 30 |
|
|
2022
Q1 | $216K | Buy |
+977
| New | +$216K | 0.16% | 37 |
|