Elk River 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 | $967K | Hold |
2,724
| – | – | 0.17% | 52 |
|
|
2025
Q1 | $955K | Sell |
2,724
-6
| -0.2% | -$2.1K | 0.18% | 52 |
|
|
2024
Q4 | $863K | Hold |
2,730
| – | – | 0.16% | 53 |
|
|
2024
Q3 | $751K | Hold |
2,730
| – | – | 0.14% | 56 |
|
|
2024
Q2 | $717K | Hold |
2,730
| – | – | 0.14% | 54 |
|
|
2024
Q1 | $762K | Sell |
2,730
-50
| -2% | -$14K | 0.15% | 53 |
|
|
2023
Q4 | $724K | Sell |
2,780
-403
| -13% | -$105K | 0.14% | 62 |
|
|
2023
Q3 | $732K | Buy |
3,183
+453
| +17% | +$104K | 0.16% | 58 |
|
|
2023
Q2 | $648K | Sell |
2,730
-44
| -2% | -$10.4K | 0.14% | 61 |
|
|
2023
Q1 | $625K | Hold |
2,774
| – | – | 0.14% | 64 |
|
|
2022
Q4 | $576K | Hold |
2,774
| – | – | 0.14% | 71 |
|
|
2022
Q3 | $493K | Buy |
2,774
+44
| +2% | +$7.82K | 0.13% | 70 |
|
|
2022
Q2 | $538K | Hold |
2,730
| – | – | 0.14% | 71 |
|
|
2022
Q1 | $605K | Hold |
2,730
| – | – | 0.13% | 73 |
|
|
2021
Q4 | $592K | Hold |
2,730
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $608K | Hold |
2,730
| – | – | 0.15% | 73 |
|
|
2021
Q2 | $638K | Hold |
2,730
| – | – | 0.17% | 72 |
|
|
2021
Q1 | $578K | Hold |
2,730
| – | – | 0.16% | 73 |
|
|
2020
Q4 | $597K | Buy |
+2,730
| New | +$597K | 0.2% | 75 |
|