Journey Strategic 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 | $6.24M | Buy |
17,563
+5,124
| +41% | +$1.82M | 0.2% | 41 |
|
|
2025
Q1 | $4.36M | Buy |
12,439
+2,761
| +29% | +$968K | 0.15% | 47 |
|
|
2024
Q4 | $3.06M | Buy |
9,678
+1,361
| +16% | +$430K | 0.11% | 51 |
|
|
2024
Q3 | $2.29M | Buy |
8,317
+2,581
| +45% | +$710K | 0.08% | 64 |
|
|
2024
Q2 | $1.51M | Buy |
5,736
+1,513
| +36% | +$397K | 0.06% | 61 |
|
|
2024
Q1 | $1.18M | Buy |
4,223
+1,221
| +41% | +$341K | 0.05% | 68 |
|
|
2023
Q4 | $782K | Buy |
3,002
+408
| +16% | +$106K | 0.04% | 78 |
|
|
2023
Q3 | $597K | Sell |
2,594
-57
| -2% | -$13.1K | 0.03% | 76 |
|
|
2023
Q2 | $629K | Sell |
2,651
-1,454
| -35% | -$345K | 0.03% | 76 |
|
|
2023
Q1 | $925K | Sell |
4,105
-202
| -5% | -$45.5K | 0.1% | 61 |
|
|
2022
Q4 | $895K | Buy |
4,307
+1,319
| +44% | +$274K | 0.11% | 62 |
|
|
2022
Q3 | $531K | Buy |
+2,988
| New | +$531K | 0.07% | 63 |
|
|
2022
Q2 | – | Sell |
-2,661
| Closed | -$591K | – | 214 |
|
|
2022
Q1 | $591K | Buy |
2,661
+260
| +11% | +$57.7K | 0.06% | 46 |
|
|
2021
Q4 | $520K | Buy |
+2,401
| New | +$520K | 0.05% | 68 |
|