FWI
Facet Wealth Inc’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
2,494
+672
| +37% | +$232K | 0.02% | 77 |
|
|
2025
Q1 | $635K | Buy |
1,822
+137
| +8% | +$47.8K | 0.02% | 80 |
|
|
2024
Q4 | $586K | Sell |
1,685
-64
| -4% | -$22.3K | 0.02% | 81 |
|
|
2024
Q3 | $509K | Buy |
1,749
+27
| +2% | +$7.85K | 0.01% | 89 |
|
|
2024
Q2 | $453K | Buy |
1,722
+145
| +9% | +$38.1K | 0.01% | 88 |
|
|
2024
Q1 | $430K | Buy |
1,577
+504
| +47% | +$137K | 0.01% | 75 |
|
|
2023
Q4 | $297K | Buy |
+1,073
| New | +$297K | 0.01% | 85 |
|