Levy Wealth Management Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $246K | Buy |
939
+8
| +0.9% | +$2.1K | 0.06% | 94 |
|
|
2024
Q1 | $242K | Hold |
931
| – | – | 0.07% | 93 |
|
|
2023
Q4 | $242K | Buy |
931
+1
| +0.1% | +$260 | 0.07% | 93 |
|
|
2023
Q3 | $214K | Hold |
930
| – | – | 0.07% | 104 |
|
|
2023
Q2 | $221K | Sell |
930
-4
| -0.4% | -$950 | 0.07% | 102 |
|
|
2023
Q1 | $211K | Buy |
+934
| New | +$211K | 0.06% | 101 |
|