Horizon 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 | $327K | Sell |
922
-153
| -14% | -$54.3K | 0.06% | 76 |
|
|
2025
Q1 | $377K | Buy |
1,075
+156
| +17% | +$54.7K | 0.06% | 67 |
|
|
2024
Q4 | $290K | Buy |
919
+14
| +2% | +$4.42K | 0.05% | 73 |
|
|
2024
Q3 | $249K | Hold |
905
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $237K | Sell |
905
-499
| -36% | -$131K | 0.06% | 64 |
|
|
2024
Q1 | $392K | Buy |
1,404
+243
| +21% | +$67.8K | 0.1% | 51 |
|
|
2023
Q4 | $302K | Buy |
1,161
+68
| +6% | +$17.7K | 0.08% | 54 |
|
|
2023
Q3 | $251K | Hold |
1,093
| – | – | 0.1% | 60 |
|
|
2023
Q2 | $260K | Buy |
1,093
+71
| +7% | +$16.9K | 0.1% | 63 |
|
|
2023
Q1 | $230K | Sell |
1,022
-101
| -9% | -$22.8K | 0.17% | 65 |
|
|
2022
Q4 | $233K | Sell |
1,123
-167
| -13% | -$34.7K | 0.19% | 59 |
|
|
2022
Q3 | $229K | Sell |
1,290
-670
| -34% | -$119K | 0.17% | 56 |
|
|
2022
Q2 | $386K | Buy |
1,960
+381
| +24% | +$75K | 0.16% | 60 |
|
|
2022
Q1 | $350K | Buy |
1,579
+1
| +0.1% | +$222 | 0.11% | 72 |
|
|
2021
Q4 | $342K | Buy |
+1,578
| New | +$342K | 0.1% | 78 |
|