Dynasty 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 | – | Sell |
-12,483
| Closed | -$4.37M | – | 256 |
|
|
2025
Q1 | $4.37M | Sell |
12,483
-59
| -0.5% | -$20.7K | 0.07% | 63 |
|
|
2024
Q4 | $3.96M | Buy |
12,542
+352
| +3% | +$111K | 0.07% | 72 |
|
|
2024
Q3 | $3.35M | Sell |
12,190
-1,542
| -11% | -$424K | 0.1% | 53 |
|
|
2024
Q2 | $3.6M | Buy |
13,732
+1,621
| +13% | +$425K | 0.11% | 59 |
|
|
2024
Q1 | $3.38M | Buy |
+12,111
| New | +$3.38M | 0.11% | 56 |
|
|
2018
Q4 | – | Sell |
-3,125
| Closed | -$469K | – | 99 |
|
|
2018
Q3 | $469K | Buy |
+3,125
| New | +$469K | 0.6% | 43 |
|