Highline Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $124K | Buy |
350
+108
| +45% | +$38.3K | 0.04% | 107 |
|
2025
Q1 | $84.7K | Buy |
242
+61
| +34% | +$21.3K | 0.03% | 112 |
|
2024
Q4 | $57.4K | Sell |
181
-16
| -8% | -$5.07K | 0.02% | 123 |
|
2024
Q3 | $54.3K | Buy |
197
+105
| +114% | +$28.9K | 0.02% | 131 |
|
2024
Q2 | $24.2K | Buy |
92
+6
| +7% | +$1.58K | 0.01% | 164 |
|
2024
Q1 | $24K | Hold |
86
| – | – | 0.01% | 164 |
|
2023
Q4 | $22.4K | Sell |
86
-11
| -11% | -$2.87K | 0.01% | 153 |
|
2023
Q3 | $22.3K | Buy |
97
+30
| +45% | +$6.9K | 0.01% | 138 |
|
2023
Q2 | $15.9K | Hold |
67
| – | – | 0.01% | 139 |
|
2023
Q1 | $15.1K | Buy |
67
+6
| +10% | +$1.35K | 0.01% | 143 |
|
2022
Q4 | $12.7K | Hold |
61
| – | – | 0.01% | 147 |
|
2022
Q3 | $10.8K | Buy |
+61
| New | +$10.8K | 0.01% | 136 |
|