Executive Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.68M | Buy |
24,291
+835
| +4% | +$264K | 0.6% | 56 |
|
|
2024
Q3 | $6.45M | Buy |
23,456
+368
| +2% | +$101K | 0.51% | 65 |
|
|
2024
Q2 | $6.06M | Buy |
23,088
+165
| +0.7% | +$43.3K | 1.11% | 29 |
|
|
2024
Q1 | $6.38M | Sell |
22,923
-394
| -2% | -$110K | 0.56% | 64 |
|
|
2023
Q4 | $6.07M | Buy |
23,317
+1,770
| +8% | +$461K | 0.57% | 62 |
|
|
2023
Q3 | $4.96M | Buy |
21,547
+2,142
| +11% | +$493K | 0.51% | 63 |
|
|
2023
Q2 | $4.61M | Buy |
19,405
+4,651
| +32% | +$1.1M | 0.48% | 64 |
|
|
2023
Q1 | $3.33M | Buy |
14,754
+8,506
| +136% | +$1.92M | 0.37% | 73 |
|
|
2022
Q4 | $1.3M | Buy |
6,248
+5,197
| +494% | +$1.08M | 0.16% | 103 |
|
|
2022
Q3 | $1.05K | Sell |
1,051
-4,966
| -83% | -$4.97K | 0.15% | 102 |
|
|
2022
Q2 | $1.18M | Sell |
6,017
-657
| -10% | -$129K | 0.16% | 92 |
|
|
2022
Q1 | $1.48M | Sell |
6,674
-34
| -0.5% | -$7.54K | 0.16% | 101 |
|
|
2021
Q4 | $1.45M | Buy |
6,708
+310
| +5% | +$67.1K | 0.14% | 111 |
|
|
2021
Q3 | $1.43M | Buy |
6,398
+135
| +2% | +$30.1K | 0.16% | 100 |
|
|
2021
Q2 | $1.46M | Buy |
6,263
+598
| +11% | +$140K | 0.16% | 100 |
|
|
2021
Q1 | $1.2M | Buy |
5,665
+1,743
| +44% | +$369K | 0.14% | 105 |
|
|
2020
Q4 | $857K | Buy |
3,922
+374
| +11% | +$81.7K | 0.11% | 105 |
|
|
2020
Q3 | $709K | Sell |
3,548
-123
| -3% | -$24.6K | 0.1% | 101 |
|
|
2020
Q2 | $709K | Sell |
3,671
-2,425
| -40% | -$468K | 0.11% | 86 |
|
|
2020
Q1 | $982K | Sell |
6,096
-797
| -12% | -$128K | 0.17% | 75 |
|
|
2019
Q4 | $1.3M | Sell |
6,893
-327
| -5% | -$61.4K | 0.18% | 82 |
|
|
2019
Q3 | $1.24M | Sell |
7,220
-1,128
| -14% | -$194K | 0.19% | 79 |
|
|
2019
Q2 | $1.45M | Sell |
8,348
-65
| -0.8% | -$11.3K | 0.21% | 82 |
|
|
2019
Q1 | $1.31M | Sell |
8,413
-2,136
| -20% | -$334K | 0.23% | 71 |
|
|
2018
Q4 | $1.39M | Buy |
+10,549
| New | +$1.39M | 0.25% | 59 |
|