Greenwich 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 | $502K | Buy |
1,412
+138
| +11% | +$49.1K | 0.02% | 177 |
|
|
2025
Q1 | $446K | Sell |
1,274
-22
| -2% | -$7.7K | 0.03% | 176 |
|
|
2024
Q4 | $410K | Buy |
1,296
+34
| +3% | +$10.8K | 0.03% | 184 |
|
|
2024
Q3 | $347K | Buy |
1,262
+1
| +0.1% | +$275 | 0.02% | 192 |
|
|
2024
Q2 | $331K | Sell |
1,261
-184
| -13% | -$48.3K | 0.02% | 185 |
|
|
2024
Q1 | $403K | Buy |
1,445
+93
| +7% | +$25.9K | 0.03% | 179 |
|
|
2023
Q4 | $352K | Sell |
1,352
-40
| -3% | -$10.4K | 0.03% | 180 |
|
|
2023
Q3 | $320K | Sell |
1,392
-20
| -1% | -$4.6K | 0.03% | 177 |
|
|
2023
Q2 | $335K | Hold |
1,412
| – | – | 0.04% | 177 |
|
|
2023
Q1 | $318K | Hold |
1,412
| – | – | 0.03% | 180 |
|
|
2022
Q4 | $293K | Hold |
1,412
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $251K | Sell |
1,412
-180
| -11% | -$32K | 0.03% | 196 |
|
|
2022
Q2 | $314K | Sell |
1,592
-10
| -0.6% | -$1.97K | 0.04% | 193 |
|
|
2022
Q1 | $355K | Buy |
1,602
+102
| +7% | +$22.6K | 0.04% | 187 |
|
|
2021
Q4 | $325K | Buy |
1,500
+29
| +2% | +$6.28K | 0.03% | 189 |
|
|
2021
Q3 | $328K | Buy |
1,471
+332
| +29% | +$74K | 0.03% | 187 |
|
|
2021
Q2 | $266K | Buy |
1,139
+69
| +6% | +$16.1K | 0.02% | 187 |
|
|
2021
Q1 | $227K | Sell |
1,070
-454
| -30% | -$96.3K | 0.02% | 183 |
|
|
2020
Q4 | $333K | Sell |
1,524
-111
| -7% | -$24.3K | 0.03% | 147 |
|
|
2020
Q3 | $327K | Buy |
1,635
+34
| +2% | +$6.8K | 0.06% | 143 |
|
|
2020
Q2 | $309K | Sell |
1,601
-27
| -2% | -$5.21K | 0.06% | 139 |
|
|
2020
Q1 | $262K | Buy |
1,628
+62
| +4% | +$9.98K | 0.06% | 139 |
|
|
2019
Q4 | $294K | Hold |
1,566
| – | – | 0.06% | 154 |
|
|
2019
Q3 | $269K | Sell |
1,566
-587
| -27% | -$101K | 0.05% | 159 |
|
|
2019
Q2 | $374K | Sell |
2,153
-50
| -2% | -$8.69K | 0.06% | 140 |
|
|
2019
Q1 | $344K | Sell |
2,203
-16
| -0.7% | -$2.5K | 0.06% | 134 |
|
|
2018
Q4 | $293K | Buy |
2,219
+140
| +7% | +$18.5K | 0.06% | 147 |
|
|
2018
Q3 | $312K | Buy |
2,079
+516
| +33% | +$77.4K | 0.05% | 145 |
|
|
2018
Q2 | $207K | Buy |
+1,563
| New | +$207K | 0.04% | 160 |
|