Jeppson 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 | $645K | Sell |
1,816
-2
| -0.1% | -$710 | 0.22% | 99 |
|
|
2025
Q1 | $637K | Sell |
1,818
-29
| -2% | -$10.2K | 0.23% | 100 |
|
|
2024
Q4 | $584K | Sell |
1,847
-5
| -0.3% | -$1.58K | 0.21% | 108 |
|
|
2024
Q3 | $509K | Sell |
1,852
-2
| -0.1% | -$550 | 0.18% | 120 |
|
|
2024
Q2 | $487K | Hold |
1,854
| – | – | 0.19% | 114 |
|
|
2024
Q1 | $517K | Sell |
1,854
-7
| -0.4% | -$1.95K | 0.2% | 111 |
|
|
2023
Q4 | $485K | Sell |
1,861
-18
| -1% | -$4.69K | 0.2% | 111 |
|
|
2023
Q3 | $432K | Buy |
1,879
+50
| +3% | +$11.5K | 0.2% | 116 |
|
|
2023
Q2 | $434K | Sell |
1,829
-5
| -0.3% | -$1.19K | 0.19% | 117 |
|
|
2023
Q1 | $413K | Sell |
1,834
-48
| -3% | -$10.8K | 0.18% | 119 |
|
|
2022
Q4 | $391K | Sell |
1,882
-97
| -5% | -$20.2K | 0.16% | 123 |
|
|
2022
Q3 | $352K | Buy |
1,979
+77
| +4% | +$13.7K | 0.16% | 124 |
|
|
2022
Q2 | $374K | Buy |
1,902
+151
| +9% | +$29.7K | 0.16% | 117 |
|
|
2022
Q1 | $388K | Buy |
1,751
+291
| +20% | +$64.5K | 0.18% | 112 |
|
|
2021
Q4 | $316K | Buy |
1,460
+555
| +61% | +$120K | 0.15% | 119 |
|
|
2021
Q3 | $201K | Hold |
905
| – | – | 0.1% | 148 |
|
|
2021
Q2 | $211K | Buy |
+905
| New | +$211K | 0.12% | 140 |
|
|
2020
Q4 | – | Sell |
-875
| Closed | -$175K | – | 434 |
|
|
2020
Q3 | $175K | Buy |
+875
| New | +$175K | 0.14% | 122 |
|