Heirloom 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 | $24.4M | Sell |
68,826
-197
| -0.3% | -$69.9K | 6.45% | 5 |
|
|
2025
Q1 | $24.2M | Sell |
69,023
-4,393
| -6% | -$1.54M | 6.94% | 3 |
|
|
2024
Q4 | $23.2M | Buy |
73,416
+4,806
| +7% | +$1.52M | 6.96% | 3 |
|
|
2024
Q3 | $18.9M | Buy |
68,610
+1,161
| +2% | +$319K | 5.88% | 6 |
|
|
2024
Q2 | $17.7M | Sell |
67,449
-1,010
| -1% | -$265K | 5.74% | 7 |
|
|
2024
Q1 | $19.1M | Sell |
68,459
-1,260
| -2% | -$352K | 6.51% | 5 |
|
|
2023
Q4 | $18.2M | Buy |
69,719
+986
| +1% | +$257K | 6.97% | 5 |
|
|
2023
Q3 | $15.8M | Sell |
68,733
-2,109
| -3% | -$485K | 7.03% | 4 |
|
|
2023
Q2 | $16.8M | Buy |
70,842
+1,992
| +3% | +$473K | 7.31% | 3 |
|
|
2023
Q1 | $15.5M | Buy |
68,850
+10,089
| +17% | +$2.27M | 7.41% | 4 |
|
|
2022
Q4 | $12.2M | Buy |
+58,761
| New | +$12.2M | 7.6% | 1 |
|
|
2022
Q2 | $11.5M | Buy |
54,457
+3,576
| +7% | +$752K | 9.37% | 1 |
|
|
2022
Q1 | $10.1M | Sell |
50,881
-2,377
| -4% | -$474K | 7.05% | 2 |
|
|
2021
Q4 | $10.8M | Buy |
+53,258
| New | +$10.8M | 9.22% | 2 |
|