FirstPurpose Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.36M | Buy |
4,946
+525
| +12% | +$144K | 0.49% | 31 |
|
|
2023
Q4 | $1.15M | Buy |
4,421
+98
| +2% | +$25.5K | 0.44% | 40 |
|
|
2023
Q3 | $994K | Sell |
4,323
-87
| -2% | -$20K | 0.43% | 42 |
|
|
2023
Q2 | $1.05M | Buy |
4,410
+152
| +4% | +$36.1K | 0.45% | 37 |
|
|
2023
Q1 | $960K | Buy |
4,258
+224
| +6% | +$50.5K | 0.47% | 39 |
|
|
2022
Q4 | $838K | Sell |
4,034
-641
| -14% | -$133K | 0.47% | 37 |
|
|
2022
Q3 | $831K | Buy |
4,675
+680
| +17% | +$121K | 0.55% | 31 |
|
|
2022
Q2 | $787K | Buy |
3,995
+286
| +8% | +$56.3K | 0.53% | 35 |
|
|
2022
Q1 | $823K | Buy |
3,709
+738
| +25% | +$164K | 0.64% | 30 |
|
|
2021
Q4 | $644K | Buy |
+2,971
| New | +$644K | 0.4% | 46 |
|