FSB Premier 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 | $2.76M | Buy |
7,774
+665
| +9% | +$236K | 0.99% | 27 |
|
|
2025
Q1 | $2.49M | Sell |
7,109
-129
| -2% | -$45.2K | 0.97% | 27 |
|
|
2024
Q4 | $2.29M | Buy |
7,238
+579
| +9% | +$183K | 0.92% | 29 |
|
|
2024
Q3 | $1.83M | Buy |
6,659
+1,127
| +20% | +$310K | 0.75% | 34 |
|
|
2024
Q2 | $1.45M | Buy |
5,532
+1,484
| +37% | +$390K | 0.66% | 36 |
|
|
2024
Q1 | $1.13M | Buy |
4,048
+238
| +6% | +$66.4K | 0.53% | 43 |
|
|
2023
Q4 | $992K | Buy |
3,810
+601
| +19% | +$156K | 0.5% | 47 |
|
|
2023
Q3 | $738K | Buy |
3,209
+141
| +5% | +$32.4K | 0.41% | 53 |
|
|
2023
Q2 | $729K | Sell |
3,068
-17
| -0.6% | -$4.04K | 0.4% | 56 |
|
|
2023
Q1 | $696K | Sell |
3,085
-486
| -14% | -$110K | 0.39% | 54 |
|
|
2022
Q4 | $742K | Sell |
3,571
-318
| -8% | -$66.1K | 0.41% | 53 |
|
|
2022
Q3 | $690K | Sell |
3,889
-73
| -2% | -$13K | 0.4% | 51 |
|
|
2022
Q2 | $780K | Sell |
3,962
-117
| -3% | -$23K | 0.43% | 53 |
|
|
2022
Q1 | $900K | Buy |
4,079
+302
| +8% | +$66.6K | 0.45% | 50 |
|
|
2021
Q4 | $818K | Buy |
3,777
+607
| +19% | +$131K | 0.34% | 51 |
|
|
2021
Q3 | $706K | Sell |
3,170
-1
| -0% | -$223 | 0.35% | 51 |
|
|
2021
Q2 | $741K | Buy |
3,171
+28
| +0.9% | +$6.54K | 0.38% | 44 |
|
|
2021
Q1 | $665K | Buy |
3,143
+439
| +16% | +$92.9K | 0.36% | 55 |
|
|
2020
Q4 | $591K | Buy |
+2,704
| New | +$591K | 0.32% | 62 |
|