Hedeker Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Sell |
23,490
-305
| -1% | -$108K | 1.94% | 16 |
|
|
2025
Q1 | $8.34M | Sell |
23,795
-287
| -1% | -$101K | 2.24% | 13 |
|
|
2024
Q4 | $7.61M | Sell |
24,082
-142
| -0.6% | -$44.9K | 1.89% | 16 |
|
|
2024
Q3 | $6.66M | Buy |
24,224
+202
| +0.8% | +$55.5K | 1.77% | 17 |
|
|
2024
Q2 | $6.3M | Sell |
24,022
-316
| -1% | -$82.9K | 1.83% | 17 |
|
|
2024
Q1 | $6.79M | Buy |
24,338
+26
| +0.1% | +$7.26K | 1.96% | 15 |
|
|
2023
Q4 | $6.33M | Sell |
24,312
-861
| -3% | -$224K | 2% | 13 |
|
|
2023
Q3 | $5.79M | Sell |
25,173
-1,745
| -6% | -$401K | 2.01% | 15 |
|
|
2023
Q2 | $6.39M | Sell |
26,918
-309
| -1% | -$73.4K | 2.13% | 11 |
|
|
2023
Q1 | $6.14M | Buy |
27,227
+1,080
| +4% | +$244K | 2.18% | 8 |
|
|
2022
Q4 | $5.43M | Sell |
26,147
-109
| -0.4% | -$22.6K | 2.03% | 9 |
|
|
2022
Q3 | $4.66M | Buy |
26,256
+1,289
| +5% | +$229K | 1.82% | 15 |
|
|
2022
Q2 | $5.27M | Sell |
24,967
-1,482
| -6% | -$313K | 1.82% | 14 |
|
|
2022
Q1 | $5.87M | Buy |
26,449
+1,300
| +5% | +$288K | 1.78% | 15 |
|
|
2021
Q4 | $5.45M | Sell |
25,149
-131
| -0.5% | -$28.4K | 1.58% | 23 |
|
|
2021
Q3 | $5.63M | Buy |
25,280
+392
| +2% | +$87.3K | 1.74% | 22 |
|
|
2021
Q2 | $5.82M | Sell |
24,888
-4,151
| -14% | -$971K | 1.81% | 17 |
|
|
2021
Q1 | $6.15M | Buy |
29,039
+548
| +2% | +$116K | 2.16% | 9 |
|
|
2020
Q4 | $6.23M | Buy |
28,491
+3,642
| +15% | +$797K | 2.18% | 9 |
|
|
2020
Q3 | $4.97M | Sell |
24,849
-2,445
| -9% | -$489K | 2.35% | 9 |
|
|
2020
Q2 | $5.27M | Buy |
27,294
+2,397
| +10% | +$463K | 2.72% | 5 |
|
|
2020
Q1 | $4.01M | Buy |
24,897
+161
| +0.7% | +$25.9K | 2.53% | 5 |
|
|
2019
Q4 | $4.65M | Buy |
24,736
+486
| +2% | +$91.3K | 2.49% | 11 |
|
|
2019
Q3 | $4.17M | Buy |
24,250
+945
| +4% | +$163K | 2.52% | 8 |
|
|
2019
Q2 | $4.04M | Buy |
23,305
+1,569
| +7% | +$272K | 2.56% | 8 |
|
|
2019
Q1 | $3.04M | Sell |
21,736
-3,919
| -15% | -$547K | 2.29% | 11 |
|
|
2018
Q4 | $3.38M | Sell |
25,655
-376
| -1% | -$49.6K | 2.71% | 8 |
|
|
2018
Q3 | $3.91M | Sell |
26,031
-468
| -2% | -$70.2K | 2.74% | 9 |
|
|
2018
Q2 | $3.51M | Sell |
26,499
-107
| -0.4% | -$14.2K | 2.69% | 9 |
|
|
2018
Q1 | $3.18M | Buy |
26,606
+511
| +2% | +$61.1K | 2.46% | 10 |
|
|
2017
Q4 | $2.98M | Buy |
26,095
+1,181
| +5% | +$135K | 2.32% | 10 |
|
|
2017
Q3 | $2.62M | Buy |
24,914
+3,075
| +14% | +$323K | 2.31% | 10 |
|
|
2017
Q2 | $2.05M | Sell |
21,839
-240
| -1% | -$22.5K | 1.97% | 14 |
|
|
2017
Q1 | $1.96M | Sell |
22,079
-2,089
| -9% | -$186K | 1.86% | 14 |
|
|
2016
Q4 | $1.89M | Buy |
24,168
+14,441
| +148% | +$1.13M | 1.55% | 19 |
|
|
2016
Q3 | $21.2K | Buy |
+9,727
| New | +$21.2K | 1.1% | 33 |
|
|
2016
Q2 | – | Sell |
-8,140
| Closed | -$623K | – | 16 |
|
|
2016
Q1 | $623K | Sell |
8,140
-910
| -10% | -$69.6K | 0.58% | 48 |
|
|
2015
Q4 | $702K | Sell |
9,050
-1,130
| -11% | -$87.7K | 0.62% | 45 |
|
|
2015
Q3 | $709K | Sell |
10,180
-140
| -1% | -$9.75K | 0.62% | 48 |
|
|
2015
Q2 | $693K | Buy |
10,320
+140
| +1% | +$9.4K | 0.56% | 47 |
|
|
2015
Q1 | $666K | Hold |
10,180
| – | – | 0.55% | 50 |
|
|
2014
Q4 | $667K | Buy |
+10,180
| New | +$667K | 0.54% | 51 |
|