Foguth Wealth Management’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-669
| Closed | -$235K | – | 161 |
|
2025
Q1 | $235K | Sell |
669
-200
| -23% | -$70.1K | 0.06% | 134 |
|
2024
Q4 | $287K | Buy |
869
+60
| +7% | +$19.8K | 0.08% | 117 |
|
2024
Q3 | $223K | Sell |
809
-606
| -43% | -$167K | 0.08% | 123 |
|
2024
Q2 | $372K | Buy |
1,415
+369
| +35% | +$96.9K | 0.16% | 78 |
|
2024
Q1 | $292K | Buy |
+1,046
| New | +$292K | 0.16% | 102 |
|