Dogwood 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 | $830K | Buy |
2,340
+49
| +2% | +$17.4K | 0.41% | 49 |
|
|
2025
Q1 | $803K | Buy |
2,291
+2,154
| +1,572% | +$755K | 0.42% | 42 |
|
|
2024
Q4 | $43.2K | Sell |
137
-189
| -58% | -$59.5K | 0.02% | 126 |
|
|
2024
Q3 | $89.5K | Sell |
326
-3,310
| -91% | -$909K | 0.05% | 104 |
|
|
2024
Q2 | $954K | Buy |
3,636
+503
| +16% | +$132K | 0.59% | 36 |
|
|
2024
Q1 | $874K | Buy |
3,133
+304
| +11% | +$84.8K | 0.59% | 35 |
|
|
2023
Q4 | $736K | Buy |
+2,829
| New | +$736K | 0.58% | 34 |
|