Gen-Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
4,882
-490
| -9% | -$174K | 0.67% | 34 |
|
|
2025
Q1 | $1.88M | Buy |
5,372
+237
| +5% | +$83.1K | 0.79% | 29 |
|
|
2024
Q4 | $1.62M | Sell |
5,135
-5
| -0.1% | -$1.58K | 0.7% | 27 |
|
|
2024
Q3 | $1.49M | Buy |
5,140
+101
| +2% | +$29.3K | 0.65% | 29 |
|
|
2024
Q2 | $1.32M | Buy |
5,039
+249
| +5% | +$65.4K | 0.64% | 34 |
|
|
2024
Q1 | $1.34M | Buy |
+4,790
| New | +$1.34M | 0.66% | 33 |
|