Horst & Graben 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 | $387K | Buy |
1,089
+63
| +6% | +$22.4K | 0.06% | 117 |
|
|
2025
Q1 | $360K | Buy |
1,026
+91
| +10% | +$31.9K | 0.06% | 115 |
|
|
2024
Q4 | $296K | Sell |
935
-84
| -8% | -$26.6K | 0.05% | 120 |
|
|
2024
Q3 | $280K | Hold |
1,019
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $267K | Buy |
1,019
+1
| +0.1% | +$262 | 0.05% | 118 |
|
|
2024
Q1 | $284K | Buy |
1,018
+1
| +0.1% | +$279 | 0.06% | 116 |
|
|
2023
Q4 | $265K | Hold |
1,017
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $234K | Buy |
1,017
+1
| +0.1% | +$230 | 0.06% | 118 |
|
|
2023
Q2 | $241K | Buy |
1,016
+1
| +0.1% | +$237 | 0.06% | 114 |
|
|
2023
Q1 | $229K | Buy |
1,015
+1
| +0.1% | +$226 | 0.06% | 117 |
|
|
2022
Q4 | $211K | Buy |
+1,014
| New | +$211K | 0.06% | 123 |
|