Johnson & White 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 | $319K | Sell |
897
-24
| -3% | -$8.54K | 0.16% | 84 |
|
|
2025
Q1 | $323K | Hold |
921
| – | – | 0.18% | 78 |
|
|
2024
Q4 | $290K | Hold |
921
| – | – | 0.18% | 81 |
|
|
2024
Q3 | $253K | Buy |
921
+6
| +0.7% | +$1.65K | 0.22% | 50 |
|
|
2024
Q2 | $240K | Buy |
915
+11
| +1% | +$2.89K | 0.23% | 49 |
|
|
2024
Q1 | $252K | Hold |
904
| – | – | 0.18% | 73 |
|
|
2023
Q4 | $235K | Buy |
+904
| New | +$235K | 0.19% | 75 |
|