Daymark Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8M | Buy |
89,657
+4,799
| +6% | +$1.7M | 1.21% | 12 |
|
|
2025
Q1 | $29.7M | Sell |
84,858
-89,292
| -51% | -$31.3M | 1.28% | 12 |
|
|
2024
Q4 | $23.5M | Sell |
174,150
-976
| -0.6% | -$132K | 0.99% | 19 |
|
|
2024
Q3 | $20.8M | Buy |
175,126
+567
| +0.3% | +$67.2K | 0.88% | 23 |
|
|
2024
Q2 | $19.7M | Buy |
174,559
+9,164
| +6% | +$1.03M | 0.9% | 20 |
|
|
2024
Q1 | $18.4M | Buy |
165,395
+1,353
| +0.8% | +$150K | 0.99% | 20 |
|
|
2023
Q4 | $16.8M | Buy |
164,042
+100
| +0.1% | +$10.2K | 1.03% | 20 |
|
|
2023
Q3 | $14.8M | Buy |
163,942
+106,409
| +185% | +$9.61M | 1.02% | 21 |
|
|
2023
Q2 | $13.7M | Buy |
57,533
+1,143
| +2% | +$271K | 1.01% | 21 |
|
|
2023
Q1 | $12.7M | Buy |
56,390
+1,845
| +3% | +$416K | 1.69% | 13 |
|
|
2022
Q4 | $11.3M | Buy |
+54,545
| New | +$11.3M | 2% | 10 |
|