Darwin 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 | $1.9M | Sell |
5,344
-1,833
| -26% | -$651K | 0.66% | 43 |
|
|
2025
Q1 | $2.27M | Hold |
7,177
| – | – | 0.76% | 39 |
|
|
2024
Q4 | $2.27M | Sell |
7,177
-2,354
| -25% | -$744K | 0.76% | 39 |
|
|
2024
Q3 | $2.62M | Sell |
9,531
-294
| -3% | -$80.8K | 0.72% | 45 |
|
|
2024
Q2 | $2.58M | Sell |
9,825
-297
| -3% | -$78K | 1.28% | 26 |
|
|
2024
Q1 | $2.82M | Sell |
10,122
-1,263
| -11% | -$352K | 0.79% | 38 |
|
|
2023
Q4 | $2.96M | Sell |
11,385
-1,033
| -8% | -$269K | 0.8% | 38 |
|
|
2023
Q3 | $2.86M | Buy |
12,418
+407
| +3% | +$93.6K | 0.77% | 38 |
|
|
2023
Q2 | $2.89M | Buy |
12,011
+2,497
| +26% | +$601K | 0.74% | 36 |
|
|
2023
Q1 | $2.22M | Buy |
9,514
+7,071
| +289% | +$1.65M | 0.6% | 43 |
|
|
2022
Q4 | $545K | Sell |
2,443
-111
| -4% | -$24.8K | 0.14% | 98 |
|
|
2022
Q3 | $473K | Sell |
2,554
-239
| -9% | -$44.3K | 0.12% | 104 |
|
|
2022
Q2 | $576K | Buy |
2,793
+1,286
| +85% | +$265K | 0.12% | 104 |
|
|
2022
Q1 | $334K | Sell |
1,507
-33
| -2% | -$7.31K | 0.05% | 139 |
|
|
2021
Q4 | $330K | Sell |
1,540
-316
| -17% | -$67.7K | 0.05% | 142 |
|
|
2021
Q3 | $413K | Sell |
1,856
-267
| -13% | -$59.4K | 0.07% | 121 |
|
|
2021
Q2 | $496K | Sell |
2,123
-498
| -19% | -$116K | 0.08% | 115 |
|
|
2021
Q1 | $554K | Sell |
2,621
-201
| -7% | -$42.5K | 0.1% | 109 |
|
|
2020
Q4 | $617K | Buy |
2,822
+270
| +11% | +$59K | 0.12% | 104 |
|
|
2020
Q3 | $510K | Sell |
2,552
-2,847
| -53% | -$569K | 0.11% | 98 |
|
|
2020
Q2 | $1.04M | Buy |
5,399
+2,730
| +102% | +$527K | 0.27% | 77 |
|
|
2020
Q1 | $429K | Sell |
2,669
-105
| -4% | -$16.9K | 0.14% | 91 |
|
|
2019
Q4 | $521K | Buy |
2,774
+277
| +11% | +$52K | 0.14% | 106 |
|
|
2019
Q3 | $430K | Sell |
2,497
-97
| -4% | -$16.7K | 0.13% | 107 |
|
|
2019
Q2 | $450K | Sell |
2,594
-325
| -11% | -$56.4K | 0.14% | 104 |
|
|
2019
Q1 | $456K | Buy |
2,919
+227
| +8% | +$35.5K | 0.15% | 102 |
|
|
2018
Q4 | $357K | Sell |
2,692
-684
| -20% | -$90.7K | 0.25% | 65 |
|
|
2018
Q3 | $506K | Sell |
3,376
-7
| -0.2% | -$1.05K | 0.28% | 64 |
|
|
2018
Q2 | $448K | Buy |
3,383
+342
| +11% | +$45.3K | 0.29% | 69 |
|
|
2018
Q1 | $362K | Sell |
3,041
-506
| -14% | -$60.2K | 0.26% | 76 |
|
|
2017
Q4 | $403K | Buy |
3,547
+1,023
| +41% | +$116K | 0.17% | 108 |
|
|
2017
Q3 | $266K | Sell |
2,524
-241
| -9% | -$25.4K | 0.26% | 76 |
|
|
2017
Q2 | $259K | Buy |
2,765
+25
| +0.9% | +$2.34K | 0.14% | 114 |
|
|
2017
Q1 | $244K | Sell |
2,740
-52
| -2% | -$4.63K | 0.14% | 112 |
|
|
2016
Q4 | $218K | Buy |
2,792
+3
| +0.1% | +$234 | 0.15% | 98 |
|
|
2016
Q3 | $231K | Buy |
2,789
+53
| +2% | +$4.39K | 0.18% | 81 |
|
|
2016
Q2 | $203K | Buy |
+2,736
| New | +$203K | 0.17% | 86 |
|