Heritage Wealth Management (Arizona)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.6M | Sell |
6,094
-574
| -9% | -$151K | 0.89% | 25 |
|
|
2024
Q1 | $1.86M | Sell |
6,668
-211
| -3% | -$58.9K | 0.95% | 23 |
|
|
2023
Q4 | $1.79M | Buy |
+6,879
| New | +$1.79M | 0.97% | 22 |
|
|
2022
Q4 | $5.34M | Buy |
25,715
+13,476
| +110% | +$2.8M | 0.76% | 25 |
|
|
2022
Q3 | $2.17M | Buy |
12,239
+656
| +6% | +$117K | 0.7% | 25 |
|
|
2022
Q2 | $2.28M | Sell |
11,583
-422
| -4% | -$83.1K | 0.76% | 22 |
|
|
2022
Q1 | $2.66M | Buy |
+12,005
| New | +$2.66M | 0.72% | 23 |
|
|
2021
Q3 | $2.06M | Buy |
9,225
+842
| +10% | +$188K | 0.73% | 24 |
|
|
2021
Q2 | $1.96M | Sell |
8,383
-157
| -2% | -$36.7K | 0.74% | 22 |
|
|
2021
Q1 | $1.81M | Buy |
+8,540
| New | +$1.81M | 1.02% | 19 |
|