Instrumental 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 | $284K | Buy |
817
+11
| +1% | +$3.82K | 0.23% | 44 |
|
|
2025
Q1 | $270K | Buy |
806
+39
| +5% | +$13.1K | 0.24% | 46 |
|
|
2024
Q4 | $267K | Buy |
767
+43
| +6% | +$15K | 0.25% | 41 |
|
|
2024
Q3 | $203K | Buy |
+724
| New | +$203K | 0.2% | 44 |
|
|
2024
Q2 | – | Sell |
-786
| Closed | -$213K | – | 49 |
|
|
2024
Q1 | $213K | Buy |
+786
| New | +$213K | 0.09% | 40 |
|