Cranbrook 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 | $32.2K | Buy |
91
+41
| +82% | +$14.5K | 0.01% | 217 |
|
|
2025
Q1 | $17.7K | Hold |
50
| – | – | ﹤0.01% | 237 |
|
|
2024
Q4 | $15.9K | Buy |
50
+1
| +2% | +$319 | ﹤0.01% | 240 |
|
|
2024
Q3 | $13.6K | Buy |
49
+10
| +26% | +$2.77K | ﹤0.01% | 245 |
|
|
2024
Q2 | $10.3K | Hold |
39
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $10.9K | Hold |
39
| – | – | ﹤0.01% | 226 |
|
|
2023
Q4 | $10.2K | Hold |
39
| – | – | ﹤0.01% | 230 |
|
|
2023
Q3 | $8.98K | Hold |
39
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $9.26K | Hold |
39
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $8.77K | Hold |
39
| – | – | ﹤0.01% | 229 |
|
|
2022
Q4 | $8.07K | Hold |
39
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $7K | Hold |
39
| – | – | ﹤0.01% | 257 |
|
|
2022
Q2 | $8K | Hold |
39
| – | – | ﹤0.01% | 252 |
|
|
2022
Q1 | $9K | Sell |
39
-90
| -70% | -$20.8K | ﹤0.01% | 285 |
|
|
2021
Q4 | $28K | Buy |
129
+1
| +0.8% | +$217 | 0.01% | 222 |
|
|
2021
Q3 | $29K | Buy |
128
+90
| +237% | +$20.4K | 0.01% | 223 |
|
|
2021
Q2 | $9K | Sell |
38
-44
| -54% | -$10.4K | ﹤0.01% | 288 |
|
|
2021
Q1 | $17K | Buy |
82
+20
| +32% | +$4.15K | ﹤0.01% | 255 |
|
|
2020
Q4 | $14K | Buy |
62
+24
| +63% | +$5.42K | ﹤0.01% | 222 |
|
|
2020
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 222 |
|
|
2020
Q2 | $7K | Hold |
38
| – | – | ﹤0.01% | 219 |
|
|
2020
Q1 | $6K | Hold |
38
| – | – | ﹤0.01% | 215 |
|
|
2019
Q4 | $7K | Hold |
38
| – | – | ﹤0.01% | 216 |
|
|
2019
Q3 | $7K | Buy |
+38
| New | +$7K | ﹤0.01% | 212 |
|