Keyes Stange & Wooten 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 | $352K | Sell |
992
-43
| -4% | -$15.3K | 0.18% | 49 |
|
|
2025
Q1 | $363K | Buy |
1,035
+130
| +14% | +$45.6K | 0.21% | 47 |
|
|
2024
Q4 | $286K | Sell |
905
-40
| -4% | -$12.6K | 0.17% | 55 |
|
|
2024
Q3 | $260K | Sell |
945
-14
| -1% | -$3.85K | 0.15% | 57 |
|
|
2024
Q2 | $252K | Sell |
959
-32
| -3% | -$8.4K | 0.18% | 53 |
|
|
2024
Q1 | $277K | Buy |
991
+15
| +2% | +$4.19K | 0.24% | 50 |
|
|
2023
Q4 | $254K | Buy |
+976
| New | +$254K | 0.27% | 48 |
|