Glass 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 | $2.67M | Buy |
7,524
+617
| +9% | +$219K | 1.42% | 25 |
|
|
2025
Q1 | $2.42M | Buy |
6,907
+15
| +0.2% | +$5.26K | 1.45% | 24 |
|
|
2024
Q4 | $2.18M | Buy |
6,892
+735
| +12% | +$232K | 1.18% | 30 |
|
|
2024
Q3 | $1.69M | Buy |
6,157
+887
| +17% | +$244K | 0.94% | 40 |
|
|
2024
Q2 | $1.38M | Buy |
5,270
+415
| +9% | +$109K | 0.81% | 41 |
|
|
2024
Q1 | $1.35M | Buy |
+4,855
| New | +$1.35M | 0.83% | 39 |
|