Hemington 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 | $873K | Buy |
2,461
+36
| +1% | +$12.8K | 0.13% | 56 |
|
|
2025
Q1 | $849K | Buy |
2,425
+173
| +8% | +$60.6K | 0.13% | 56 |
|
|
2024
Q4 | $711K | Buy |
2,252
+119
| +6% | +$37.6K | 0.18% | 59 |
|
|
2024
Q3 | $618K | Buy |
2,133
+109
| +5% | +$31.6K | 0.17% | 61 |
|
|
2024
Q2 | $531K | Buy |
2,024
+59
| +3% | +$15.5K | 0.18% | 64 |
|
|
2024
Q1 | $549K | Sell |
1,965
-533
| -21% | -$149K | 0.2% | 63 |
|
|
2023
Q4 | $650K | Buy |
2,498
+327
| +15% | +$85.1K | 0.25% | 53 |
|
|
2023
Q3 | $499K | Sell |
2,171
-166
| -7% | -$38.2K | 0.24% | 51 |
|
|
2023
Q2 | $554K | Sell |
2,337
-108
| -4% | -$25.6K | 0.22% | 51 |
|
|
2023
Q1 | $551K | Buy |
2,445
+27
| +1% | +$6.09K | 0.22% | 49 |
|
|
2022
Q4 | $502K | Sell |
2,418
-42
| -2% | -$8.72K | 0.22% | 49 |
|
|
2022
Q3 | $437K | Sell |
2,460
-39
| -2% | -$6.93K | 0.19% | 53 |
|
|
2022
Q2 | $492K | Buy |
2,499
+89
| +4% | +$17.5K | 0.2% | 58 |
|
|
2022
Q1 | $534K | Buy |
2,410
+297
| +14% | +$65.8K | 0.18% | 65 |
|
|
2021
Q4 | $462K | Buy |
2,113
+89
| +4% | +$19.5K | 0.21% | 51 |
|
|
2021
Q3 | $451K | Buy |
2,024
+36
| +2% | +$8.02K | 0.17% | 62 |
|
|
2021
Q2 | $465K | Buy |
1,988
+80
| +4% | +$18.7K | 0.2% | 57 |
|
|
2021
Q1 | $404K | Sell |
1,908
-205
| -10% | -$43.4K | 0.17% | 60 |
|
|
2020
Q4 | $462K | Buy |
+2,113
| New | +$462K | 0.21% | 51 |
|