DWP
Destiny Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $931K | Buy |
2,621
+1,373
| +110% | +$488K | 0.13% | 91 |
|
|
2025
Q1 | $437K | Buy |
1,248
+54
| +5% | +$18.9K | 0.07% | 113 |
|
|
2024
Q4 | $377K | Buy |
1,194
+135
| +13% | +$42.7K | 0.06% | 123 |
|
|
2024
Q3 | $291K | Buy |
1,059
+58
| +6% | +$15.9K | 0.05% | 131 |
|
|
2024
Q2 | $263K | Sell |
1,001
-146
| -13% | -$38.3K | 0.05% | 136 |
|
|
2024
Q1 | $320K | Sell |
1,147
-521
| -31% | -$145K | 0.06% | 121 |
|
|
2023
Q4 | $433K | Buy |
1,668
+40
| +2% | +$10.4K | 0.08% | 104 |
|
|
2023
Q3 | $375K | Buy |
1,628
+30
| +2% | +$6.9K | 0.08% | 113 |
|
|
2023
Q2 | $382K | Sell |
1,598
-64
| -4% | -$15.3K | 0.07% | 114 |
|
|
2023
Q1 | $375K | Sell |
1,662
-118
| -7% | -$26.6K | 0.08% | 112 |
|
|
2022
Q4 | $370K | Buy |
1,780
+94
| +6% | +$19.5K | 0.08% | 116 |
|
|
2022
Q3 | $300K | Sell |
1,686
-48
| -3% | -$8.54K | 0.07% | 127 |
|
|
2022
Q2 | $341K | Buy |
1,734
+57
| +3% | +$11.2K | 0.08% | 108 |
|
|
2022
Q1 | $372K | Buy |
1,677
+201
| +14% | +$44.6K | 0.07% | 110 |
|
|
2021
Q4 | $320K | Hold |
1,476
| – | – | 0.06% | 140 |
|
|
2021
Q3 | $329K | Sell |
1,476
-147
| -9% | -$32.8K | 0.07% | 134 |
|
|
2021
Q2 | $380K | Sell |
1,623
-7
| -0.4% | -$1.64K | 0.07% | 138 |
|
|
2021
Q1 | $345K | Buy |
1,630
+300
| +23% | +$63.5K | 0.07% | 125 |
|
|
2020
Q4 | $291K | Buy |
+1,330
| New | +$291K | 0.06% | 163 |
|