Enzi 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 | $273K | Sell |
786
-34
| -4% | -$11.8K | 0.1% | 58 |
|
|
2025
Q1 | $275K | Buy |
820
+59
| +8% | +$19.8K | 0.11% | 52 |
|
|
2024
Q4 | $246K | Buy |
761
+24
| +3% | +$7.77K | 0.09% | 62 |
|
|
2024
Q3 | $207K | Buy |
+737
| New | +$207K | 0.08% | 66 |
|
|
2023
Q4 | – | Sell |
-1,152
| Closed | -$274K | – | 60 |
|
|
2023
Q3 | $274K | Sell |
1,152
-90
| -7% | -$21.4K | 0.15% | 45 |
|
|
2023
Q2 | $302K | Sell |
1,242
-254
| -17% | -$61.8K | 0.15% | 46 |
|
|
2023
Q1 | $349K | Sell |
1,496
-60
| -4% | -$14K | 0.18% | 48 |
|
|
2022
Q4 | $348K | Hold |
1,556
| – | – | 0.17% | 55 |
|
|
2022
Q3 | $319K | Buy |
+1,556
| New | +$319K | 0.16% | 57 |
|