Evoke 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 | $8.27M | Buy |
23,290
+1,499
| +7% | +$532K | 0.19% | 52 |
|
|
2025
Q1 | $7.64M | Buy |
21,791
+7,690
| +55% | +$2.7M | 0.2% | 52 |
|
|
2024
Q4 | $4.46M | Buy |
14,101
+820
| +6% | +$259K | 0.12% | 75 |
|
|
2024
Q3 | $3.65M | Buy |
+13,281
| New | +$3.65M | 0.1% | 86 |
|
|
2024
Q2 | – | Sell |
-13,439
| Closed | -$3.75M | – | 367 |
|
|
2024
Q1 | $3.75M | Buy |
+13,439
| New | +$3.75M | 0.11% | 82 |
|
|
2023
Q4 | – | Sell |
-19,330
| Closed | -$4.45M | – | 332 |
|
|
2023
Q3 | $4.45M | Sell |
19,330
-694
| -3% | -$160K | 0.16% | 72 |
|
|
2023
Q2 | $4.76M | Sell |
20,024
-298,269
| -94% | -$70.8M | 0.17% | 62 |
|
|
2023
Q1 | $4.41M | Buy |
318,293
+22,191
| +7% | +$308K | 0.16% | 62 |
|
|
2022
Q4 | $4.6M | Buy |
296,102
+273,460
| +1,208% | +$4.25M | 0.17% | 65 |
|
|
2022
Q3 | $3.79M | Sell |
22,642
-1,122
| -5% | -$188K | 0.15% | 67 |
|
|
2022
Q2 | $4.68M | Sell |
23,764
-3,945
| -14% | -$777K | 0.17% | 64 |
|
|
2022
Q1 | $6.15M | Sell |
27,709
-1,438
| -5% | -$319K | 0.2% | 61 |
|
|
2021
Q4 | $6.03M | Buy |
29,147
+298
| +1% | +$61.6K | 0.19% | 71 |
|
|
2021
Q3 | $6.12M | Sell |
28,849
-249
| -0.9% | -$52.8K | 0.23% | 57 |
|
|
2021
Q2 | $6.49M | Buy |
29,098
+1,142
| +4% | +$255K | 0.25% | 51 |
|
|
2021
Q1 | $5.92M | Buy |
27,956
+21,738
| +350% | +$4.6M | 0.27% | 52 |
|
|
2020
Q4 | $1.36M | Buy |
6,218
+1,165
| +23% | +$255K | 0.09% | 70 |
|
|
2020
Q3 | $1.01M | Buy |
5,053
+605
| +14% | +$121K | 0.08% | 85 |
|
|
2020
Q2 | $988K | Buy |
4,448
+1,943
| +78% | +$432K | 0.1% | 61 |
|
|
2020
Q1 | $404K | Sell |
2,505
-3,726
| -60% | -$600K | 0.06% | 114 |
|
|
2019
Q4 | $1.17M | Sell |
6,231
-703
| -10% | -$132K | 0.15% | 62 |
|
|
2019
Q3 | $1.19M | Buy |
+6,934
| New | +$1.19M | 0.15% | 77 |
|