Crestmont 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 | $992K | Buy |
2,793
+184
| +7% | +$65.3K | 0.36% | 16 |
|
|
2025
Q1 | $914K | Buy |
2,609
+271
| +12% | +$95K | 0.4% | 13 |
|
|
2024
Q4 | $739K | Sell |
2,338
-110
| -4% | -$34.8K | 0.33% | 18 |
|
|
2024
Q3 | $673K | Buy |
2,448
+161
| +7% | +$44.3K | 0.29% | 21 |
|
|
2024
Q2 | $600K | Buy |
2,287
+343
| +18% | +$90K | 0.29% | 22 |
|
|
2024
Q1 | $543K | Buy |
1,944
+417
| +27% | +$116K | 0.27% | 18 |
|
|
2023
Q4 | $398K | Sell |
1,527
-87
| -5% | -$22.7K | 0.2% | 21 |
|
|
2023
Q3 | $371K | Sell |
1,614
-395
| -20% | -$90.9K | 0.23% | 20 |
|
|
2023
Q2 | $477K | Buy |
2,009
+195
| +11% | +$46.3K | 0.28% | 18 |
|
|
2023
Q1 | $409K | Buy |
1,814
+266
| +17% | +$60K | 0.27% | 15 |
|
|
2022
Q4 | $322K | Buy |
+1,548
| New | +$322K | 0.22% | 22 |
|