Forza Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
1,008
-156
| -13% | -$55.4K | 0.15% | 143 |
|
|
2025
Q1 | $408K | Hold |
1,164
| – | – | 0.18% | 125 |
|
|
2024
Q4 | $368K | Buy |
1,164
+33
| +3% | +$10.4K | 0.17% | 136 |
|
|
2024
Q3 | $311K | Buy |
1,131
+85
| +8% | +$23.4K | 0.14% | 148 |
|
|
2024
Q2 | $275K | Buy |
1,046
+39
| +4% | +$10.2K | 0.14% | 148 |
|
|
2024
Q1 | $281K | Hold |
1,007
| – | – | 0.15% | 144 |
|
|
2023
Q4 | $262K | Sell |
1,007
-2,300
| -70% | -$599K | 0.14% | 145 |
|
|
2023
Q3 | $761K | Hold |
3,307
| – | – | 0.39% | 77 |
|
|
2023
Q2 | $785K | Hold |
3,307
| – | – | 0.4% | 82 |
|
|
2023
Q1 | $746K | Buy |
+3,307
| New | +$746K | 0.38% | 81 |
|