HB 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 | $64.5M | Sell |
181,658
-11,289
| -6% | -$4.01M | 0.51% | 29 |
|
|
2025
Q1 | $67.6M | Buy |
192,947
+97,144
| +101% | +$34M | 0.57% | 26 |
|
|
2024
Q4 | $30.3M | Buy |
95,803
+2,589
| +3% | +$818K | 0.31% | 40 |
|
|
2024
Q3 | $25.6M | Buy |
93,214
+2,060
| +2% | +$566K | 0.27% | 41 |
|
|
2024
Q2 | $23.9M | Buy |
91,154
+9,756
| +12% | +$2.56M | 0.28% | 42 |
|
|
2024
Q1 | $22.7M | Buy |
81,398
+5,272
| +7% | +$1.47M | 0.29% | 38 |
|
|
2023
Q4 | $19.8M | Buy |
76,126
+162
| +0.2% | +$42.2K | 0.28% | 39 |
|
|
2023
Q3 | $17.5M | Buy |
75,964
+5,114
| +7% | +$1.18M | 0.28% | 41 |
|
|
2023
Q2 | $16.8M | Buy |
70,850
+3,806
| +6% | +$904K | 0.27% | 41 |
|
|
2023
Q1 | $15.1M | Buy |
67,044
+2,772
| +4% | +$625K | 0.26% | 40 |
|
|
2022
Q4 | $13.4M | Buy |
64,272
+8,395
| +15% | +$1.74M | 0.24% | 49 |
|
|
2022
Q3 | $9.93M | Buy |
55,877
+6,640
| +13% | +$1.18M | 0.21% | 54 |
|
|
2022
Q2 | $9.69M | Buy |
49,237
+2,856
| +6% | +$562K | 0.2% | 52 |
|
|
2022
Q1 | $10.3M | Buy |
46,381
+12,362
| +36% | +$2.74M | 0.19% | 52 |
|
|
2021
Q4 | $7.37M | Buy |
+34,019
| New | +$7.37M | 0.15% | 57 |
|