Crown Wealth Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
3,432
-77
| -2% | -$27.3K | 0.46% | 34 |
|
|
2025
Q1 | $1.23M | Buy |
3,509
+70
| +2% | +$24.5K | 0.64% | 26 |
|
|
2024
Q4 | $1.09M | Buy |
3,439
+47
| +1% | +$14.9K | 0.44% | 37 |
|
|
2024
Q3 | $933K | Sell |
3,392
-11
| -0.3% | -$3.02K | 0.41% | 40 |
|
|
2024
Q2 | $893K | Sell |
3,403
-39
| -1% | -$10.2K | 0.45% | 35 |
|
|
2024
Q1 | $961K | Buy |
3,442
+564
| +20% | +$157K | 0.5% | 28 |
|
|
2023
Q4 | $749K | Buy |
2,878
+183
| +7% | +$47.7K | 0.45% | 30 |
|
|
2023
Q3 | $620K | Buy |
2,695
+337
| +14% | +$77.5K | 0.47% | 31 |
|
|
2023
Q2 | $560K | Sell |
2,358
-153
| -6% | -$36.3K | 0.44% | 29 |
|
|
2023
Q1 | $566K | Sell |
2,511
-120
| -5% | -$27.1K | 0.47% | 31 |
|
|
2022
Q4 | $547K | Sell |
2,631
-115
| -4% | -$23.9K | 0.51% | 30 |
|
|
2022
Q3 | $488K | Buy |
2,746
+480
| +21% | +$85.3K | 0.5% | 30 |
|
|
2022
Q2 | $446K | Buy |
2,266
+58
| +3% | +$11.4K | 0.4% | 39 |
|
|
2022
Q1 | $490K | Buy |
+2,208
| New | +$490K | 0.34% | 47 |
|