Koa 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 | $3.34M | Sell |
9,401
-35
| -0.4% | -$12.4K | 2.65% | 10 |
|
|
2025
Q1 | $3.31M | Sell |
9,436
-1,112
| -11% | -$390K | 2.67% | 9 |
|
|
2024
Q4 | $3.33M | Sell |
10,548
-1,080
| -9% | -$341K | 2.72% | 10 |
|
|
2024
Q3 | $3.2M | Buy |
11,628
+238
| +2% | +$65.4K | 2.47% | 11 |
|
|
2024
Q2 | $2.99M | Sell |
11,390
-160
| -1% | -$42K | 2.53% | 11 |
|
|
2024
Q1 | $3.22M | Sell |
11,550
-228
| -2% | -$63.6K | 2.91% | 8 |
|
|
2023
Q4 | $3.07M | Buy |
+11,778
| New | +$3.07M | 3.03% | 8 |
|