JFG 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 | $361K | Hold |
1,018
| – | – | 0.08% | 49 |
|
|
2025
Q1 | $357K | Sell |
1,018
-433
| -30% | -$152K | 0.08% | 58 |
|
|
2024
Q4 | $459K | Buy |
1,451
+88
| +6% | +$27.8K | 0.11% | 60 |
|
|
2024
Q3 | $375K | Buy |
1,363
+251
| +23% | +$69K | 0.1% | 52 |
|
|
2024
Q2 | $292K | Buy |
1,112
+141
| +15% | +$37K | 0.08% | 45 |
|
|
2024
Q1 | $271K | Sell |
971
-1,614
| -62% | -$450K | 0.07% | 48 |
|
|
2023
Q4 | $673K | Buy |
2,585
+677
| +35% | +$176K | 0.19% | 31 |
|
|
2023
Q3 | $439K | Sell |
1,908
-187
| -9% | -$43K | 0.14% | 20 |
|
|
2023
Q2 | $498K | Buy |
+2,095
| New | +$498K | 0.15% | 20 |
|
|
2022
Q1 | – | Sell |
-1,637
| Closed | -$355K | – | 60 |
|
|
2021
Q4 | $355K | Sell |
1,637
-7
| -0.4% | -$1.52K | 0.13% | 29 |
|
|
2021
Q3 | $366K | Hold |
1,644
| – | – | 0.17% | 29 |
|
|
2021
Q2 | $384K | Buy |
+1,644
| New | +$384K | 0.17% | 25 |
|
|
2021
Q1 | – | Sell |
-12,187
| Closed | -$2.67M | – | 44 |
|
|
2020
Q4 | $2.67M | Buy |
+12,187
| New | +$2.67M | 1.45% | 9 |
|