Executive Wealth Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $8.07M | Buy |
29,001
+19,340
| +200% | +$5.38M | 1.68% | 17 |
|
|
2023
Q4 | $2.52M | Buy |
9,661
+19
| +0.2% | +$4.95K | 1.6% | 17 |
|
|
2023
Q3 | $2.22M | Buy |
9,642
+2
| +0% | +$460 | 1.57% | 18 |
|
|
2023
Q2 | $2.29M | Buy |
9,640
+2
| +0% | +$475 | 1.55% | 18 |
|
|
2023
Q1 | $2.17M | Buy |
9,638
+2
| +0% | +$451 | 1.54% | 18 |
|
|
2022
Q4 | $2M | Buy |
9,636
+3
| +0% | +$623 | 1.53% | 18 |
|
|
2022
Q3 | $1.71M | Buy |
9,633
+2
| +0% | +$355 | 1.47% | 19 |
|
|
2022
Q2 | $1.9M | Buy |
9,631
+1
| +0% | +$197 | 1.47% | 19 |
|
|
2022
Q1 | $2.14M | Buy |
9,630
+1
| +0% | +$222 | 1.4% | 19 |
|
|
2021
Q4 | $2.09M | Buy |
9,629
+2
| +0% | +$433 | 1.29% | 19 |
|
|
2021
Q3 | $2.14M | Buy |
9,627
+1
| +0% | +$223 | 1.31% | 20 |
|
|
2021
Q2 | $2.25M | Sell |
9,626
-7
| -0.1% | -$1.64K | 1.33% | 20 |
|
|
2021
Q1 | $2.04M | Sell |
9,633
-20
| -0.2% | -$4.24K | 1.26% | 20 |
|
|
2020
Q4 | $2.11M | Buy |
9,653
+2
| +0% | +$437 | 1.43% | 20 |
|
|
2020
Q3 | $1.93M | Buy |
9,651
+1
| +0% | +$200 | 1.48% | 20 |
|
|
2020
Q2 | $1.86M | Buy |
9,650
+1
| +0% | +$193 | 1.49% | 19 |
|
|
2020
Q1 | $1.55M | Buy |
9,649
+1
| +0% | +$161 | 1.49% | 19 |
|
|
2019
Q4 | $1.81M | Buy |
9,648
+1
| +0% | +$188 | 1.37% | 19 |
|
|
2019
Q3 | $1.66M | Buy |
9,647
+2
| +0% | +$344 | 1.33% | 19 |
|
|
2019
Q2 | $1.67M | Buy |
9,645
+1
| +0% | +$174 | 1.28% | 19 |
|
|
2019
Q1 | $1.51M | Buy |
9,644
+2
| +0% | +$312 | 1.17% | 20 |
|
|
2018
Q4 | $1.27M | Buy |
9,642
+2
| +0% | +$264 | 1.2% | 20 |
|
|
2018
Q3 | $1.45M | Buy |
9,640
+1
| +0% | +$150 | 1.2% | 20 |
|
|
2018
Q2 | $1.28M | Buy |
9,639
+2
| +0% | +$265 | 1.14% | 20 |
|
|
2018
Q1 | $1.15M | Buy |
9,637
+1
| +0% | +$120 | 0.99% | 21 |
|
|
2017
Q4 | $1.1M | Buy |
+9,636
| New | +$1.1M | 0.98% | 21 |
|