Delap Wealth Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
780
+11
| +1% | +$3.91K | 0.13% | 67 |
|
|
2025
Q1 | $270K | Sell |
769
-265
| -26% | -$92.9K | 0.15% | 66 |
|
|
2024
Q4 | $327K | Buy |
1,034
+256
| +33% | +$80.9K | 0.2% | 53 |
|
|
2024
Q3 | $214K | Sell |
778
-180
| -19% | -$49.5K | 0.14% | 59 |
|
|
2024
Q2 | $251K | Sell |
958
-2,270
| -70% | -$596K | 0.12% | 96 |
|
|
2024
Q1 | $901K | Buy |
3,228
+1,603
| +99% | +$447K | 0.36% | 44 |
|
|
2023
Q4 | $423K | Buy |
+1,625
| New | +$423K | 0.19% | 55 |
|
|
2023
Q1 | – | Sell |
-1,042
| Closed | -$216K | – | 72 |
|
|
2022
Q4 | $216K | Buy |
+1,042
| New | +$216K | 0.23% | 63 |
|