Granite Bay 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
$988K Buy
2,782
+2
+0.1% +$710 0.32% 32
2025
Q1
$974K Sell
2,780
-233
-8% -$81.6K 0.34% 36
2024
Q4
$952K Buy
3,013
+3
+0.1% +$948 0.35% 35
2024
Q3
$828K Sell
3,010
-237
-7% -$65.2K 0.46% 24
2024
Q2
$852K Buy
3,247
+1,545
+91% +$405K 0.46% 31
2024
Q1
$475K Sell
1,702
-127,647
-99% -$35.6M 0.27% 50
2023
Q4
$31.8M Sell
129,349
-4,277
-3% -$1.05M 0.28% 42
2023
Q3
$32.1M Buy
133,626
+131,505
+6,200% +$31.6M 0.32% 42
2023
Q2
$504K Buy
2,121
+52
+3% +$12.4K 0.47% 28
2023
Q1
$466K Buy
2,069
+822
+66% +$185K 0.33% 44
2022
Q4
$259K Buy
+1,247
New +$259K 0.17% 52