Impact Partnership Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+629
| New | +$223K | 0.04% | 262 |
|
|
2025
Q1 | – | Sell |
-1,038
| Closed | -$328K | – | 344 |
|
|
2024
Q4 | $328K | Buy |
1,038
+182
| +21% | +$57.5K | 0.07% | 191 |
|
|
2024
Q3 | $235K | Sell |
856
-52
| -6% | -$14.3K | 0.05% | 213 |
|
|
2024
Q2 | $238K | Buy |
908
+593
| +188% | +$156K | 0.06% | 185 |
|
|
2024
Q1 | $87.9K | Sell |
315
-5
| -2% | -$1.4K | 0.03% | 274 |
|
|
2023
Q4 | $83.3K | Sell |
320
-232
| -42% | -$60.4K | 0.03% | 274 |
|
|
2023
Q3 | $127K | Sell |
552
-150
| -21% | -$34.5K | 0.04% | 272 |
|
|
2023
Q2 | $167K | Buy |
+702
| New | +$167K | 0.06% | 155 |
|