FWP
Falcon Wealth Planning’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
1,969
+347
| +21% | +$123K | 0.07% | 84 |
|
|
2025
Q1 | $569K | Buy |
1,622
+154
| +10% | +$54K | 0.06% | 91 |
|
|
2024
Q4 | $464K | Buy |
1,468
+75
| +5% | +$23.7K | 0.05% | 102 |
|
|
2024
Q3 | $383K | Buy |
1,393
+75
| +6% | +$20.6K | 0.05% | 109 |
|
|
2024
Q2 | $346K | Buy |
1,318
+120
| +10% | +$31.5K | 0.04% | 98 |
|
|
2024
Q1 | $334K | Sell |
1,198
-65
| -5% | -$18.1K | 0.05% | 104 |
|
|
2023
Q4 | $329K | Buy |
1,263
+192
| +18% | +$50K | 0.06% | 96 |
|
|
2023
Q3 | $246K | Sell |
1,071
-134
| -11% | -$30.8K | 0.05% | 94 |
|
|
2023
Q2 | $286K | Buy |
1,205
+221
| +22% | +$52.5K | 0.06% | 82 |
|
|
2023
Q1 | $222K | Buy |
984
+11
| +1% | +$2.48K | 0.06% | 92 |
|
|
2022
Q4 | $202K | Buy |
+973
| New | +$202K | 0.06% | 92 |
|
|
2022
Q1 | – | Sell |
-1,039
| Closed | -$225K | – | 81 |
|
|
2021
Q4 | $225K | Buy |
+1,039
| New | +$225K | 0.07% | 75 |
|