Elmwood 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 | $1.32M | Sell |
3,710
-150
| -4% | -$53.3K | 0.52% | 63 |
|
|
2025
Q1 | $1.35M | Sell |
3,860
-11
| -0.3% | -$3.86K | 0.55% | 61 |
|
|
2024
Q4 | $1.22M | Sell |
3,871
-89
| -2% | -$28.1K | 0.49% | 68 |
|
|
2024
Q3 | $1.09M | Hold |
3,960
| – | – | 0.45% | 75 |
|
|
2024
Q2 | $1.04M | Hold |
3,960
| – | – | 0.46% | 74 |
|
|
2024
Q1 | $1.11M | Buy |
3,960
+698
| +21% | +$195K | 0.47% | 69 |
|
|
2023
Q4 | $849K | Sell |
3,262
-741
| -19% | -$193K | 0.6% | 51 |
|
|
2023
Q3 | $921K | Hold |
4,003
| – | – | 0.44% | 74 |
|
|
2023
Q2 | $951K | Hold |
4,003
| – | – | 0.44% | 72 |
|
|
2023
Q1 | $903K | Buy |
4,003
+18
| +0.5% | +$4.06K | 0.43% | 76 |
|
|
2022
Q4 | $828K | Hold |
3,985
| – | – | 0.41% | 80 |
|
|
2022
Q3 | $708K | Buy |
3,985
+100
| +3% | +$17.8K | 0.35% | 81 |
|
|
2022
Q2 | $765K | Hold |
3,885
| – | – | 0.43% | 78 |
|
|
2022
Q1 | $862K | Hold |
3,885
| – | – | 0.44% | 76 |
|
|
2021
Q4 | $842K | Buy |
+3,885
| New | +$842K | 0.4% | 75 |
|
|
2021
Q2 | $920K | Hold |
3,935
| – | – | 0.48% | 71 |
|
|
2021
Q1 | $833K | Buy |
+3,935
| New | +$833K | 0.51% | 67 |
|
|
2020
Q3 | $752K | Hold |
3,891
| – | – | 0.61% | 58 |
|
|
2020
Q2 | $752K | Buy |
3,891
+3,491
| +873% | +$675K | 0.61% | 58 |
|
|
2020
Q1 | $47.8K | Buy |
+400
| New | +$47.8K | 0.05% | 129 |
|
|
2019
Q4 | – | Sell |
-400
| Closed | -$69K | – | 234 |
|
|
2019
Q3 | $69K | Hold |
400
| – | – | 0.07% | 106 |
|
|
2019
Q2 | $69K | Hold |
400
| – | – | 0.06% | 117 |
|
|
2019
Q1 | $62K | Hold |
400
| – | – | 0.06% | 118 |
|
|
2018
Q4 | $53K | Hold |
400
| – | – | 0.05% | 125 |
|
|
2018
Q3 | $60K | Hold |
400
| – | – | 0.05% | 129 |
|
|
2018
Q2 | $53K | Hold |
400
| – | – | 0.05% | 128 |
|
|
2018
Q1 | $47.8K | Buy |
+400
| New | +$47.8K | 0.05% | 129 |
|