Legacy Capital Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
6,221
-88
| -1% | -$31.2K | 0.5% | 30 |
|
|
2025
Q1 | $2.21M | Sell |
6,309
-178
| -3% | -$62.4K | 0.54% | 24 |
|
|
2024
Q4 | $2.05M | Sell |
6,487
-5,383
| -45% | -$1.7M | 0.51% | 28 |
|
|
2024
Q3 | $3.26M | Buy |
11,870
+5,787
| +95% | +$1.59M | 0.65% | 27 |
|
|
2024
Q2 | $1.6M | Buy |
+6,083
| New | +$1.6M | 0.41% | 47 |
|
|
2024
Q1 | – | Sell |
-5,482
| Closed | -$1.43M | – | 334 |
|
|
2023
Q4 | $1.43M | Buy |
5,482
+100
| +2% | +$26K | 0.4% | 57 |
|
|
2023
Q3 | $1.24M | Buy |
5,382
+4,431
| +466% | +$1.02M | 0.34% | 60 |
|
|
2023
Q2 | $226K | Sell |
951
-3,446
| -78% | -$818K | 0.19% | 38 |
|
|
2023
Q1 | $991K | Buy |
4,397
+3,433
| +356% | +$774K | 0.27% | 79 |
|
|
2022
Q4 | $200K | Buy |
+964
| New | +$200K | 0.1% | 58 |
|
|
2022
Q3 | – | Sell |
-1,018
| Closed | -$200K | – | 55 |
|
|
2022
Q2 | $200K | Buy |
+1,018
| New | +$200K | 0.1% | 52 |
|
|
2021
Q2 | – | Sell |
-4,046
| Closed | -$857K | – | 80 |
|
|
2021
Q1 | $857K | Buy |
4,046
+399
| +11% | +$84.5K | 0.35% | 37 |
|
|
2020
Q4 | $798K | Buy |
+3,647
| New | +$798K | 0.34% | 37 |
|