Element Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
1,689
-52
| -3% | -$18.5K | 0.28% | 78 |
|
|
2025
Q1 | $610K | Sell |
1,741
-75
| -4% | -$26.3K | 0.33% | 67 |
|
|
2024
Q4 | $574K | Buy |
1,816
+1
| +0.1% | +$316 | 0.3% | 69 |
|
|
2024
Q3 | $499K | Sell |
1,815
-479
| -21% | -$132K | 0.26% | 66 |
|
|
2024
Q2 | $602K | Buy |
2,294
+171
| +8% | +$44.9K | 0.34% | 59 |
|
|
2024
Q1 | $593K | Buy |
2,123
+583
| +38% | +$163K | 0.35% | 59 |
|
|
2023
Q4 | $401K | Sell |
1,540
-133
| -8% | -$34.6K | 0.25% | 74 |
|
|
2023
Q3 | $385K | Buy |
1,673
+72
| +4% | +$16.6K | 0.28% | 69 |
|
|
2023
Q2 | $380K | Buy |
1,601
+51
| +3% | +$12.1K | 0.26% | 71 |
|
|
2023
Q1 | $350K | Buy |
1,550
+56
| +4% | +$12.6K | 0.26% | 76 |
|
|
2022
Q4 | $310K | Buy |
1,494
+1
| +0.1% | +$208 | 0.25% | 82 |
|
|
2022
Q3 | $265K | Buy |
1,493
+2
| +0.1% | +$355 | 0.24% | 74 |
|
|
2022
Q2 | $294K | Buy |
1,491
+18
| +1% | +$3.55K | 0.29% | 73 |
|
|
2022
Q1 | $327K | Buy |
1,473
+95
| +7% | +$21.1K | 0.26% | 74 |
|
|
2021
Q4 | $299K | Buy |
1,378
+71
| +5% | +$15.4K | 0.23% | 76 |
|
|
2021
Q3 | $291K | Hold |
1,307
| – | – | 0.23% | 77 |
|
|
2021
Q2 | $305K | Buy |
1,307
+28
| +2% | +$6.53K | 0.24% | 72 |
|
|
2021
Q1 | $271K | Hold |
1,279
| – | – | 0.23% | 75 |
|
|
2020
Q4 | $280K | Buy |
1,279
+16
| +1% | +$3.5K | 0.26% | 72 |
|
|
2020
Q3 | $252K | Buy |
1,263
+1
| +0.1% | +$200 | 0.27% | 73 |
|
|
2020
Q2 | $244K | Sell |
1,262
-6
| -0.5% | -$1.16K | 0.28% | 65 |
|
|
2020
Q1 | $204K | Hold |
1,268
| – | – | 0.28% | 65 |
|
|
2019
Q4 | $238K | Buy |
+1,268
| New | +$238K | 0.24% | 61 |
|