Cove Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
11,432
+320
| +3% | +$114K | 1.43% | 11 |
|
|
2025
Q1 | $3.89M | Buy |
11,112
+62
| +0.6% | +$21.7K | 2.05% | 10 |
|
|
2024
Q4 | $3.49M | Hold |
11,050
| – | – | 2.1% | 9 |
|
|
2024
Q3 | $3.04M | Hold |
11,050
| – | – | 2.36% | 8 |
|
|
2024
Q2 | $2.9M | Hold |
11,050
| – | – | 2.32% | 10 |
|
|
2024
Q1 | $3.08M | Hold |
11,050
| – | – | 2.63% | 7 |
|
|
2023
Q4 | $2.88M | Buy |
+11,050
| New | +$2.88M | 2.73% | 7 |
|