Madison Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.63M | Sell |
20,109
-82
| -0.4% | -$18.9K | 0.97% | 32 |
|
|
2023
Q2 | $4.79M | Buy |
20,191
+253
| +1% | +$60.1K | 0.97% | 32 |
|
|
2023
Q1 | $4.5M | Sell |
19,938
-35
| -0.2% | -$7.89K | 0.97% | 32 |
|
|
2022
Q4 | $4.15M | Buy |
19,973
+238
| +1% | +$49.4K | 0.95% | 32 |
|
|
2022
Q3 | $3.51M | Buy |
19,735
+294
| +2% | +$52.2K | 0.86% | 36 |
|
|
2022
Q2 | $3.83M | Buy |
19,441
+319
| +2% | +$62.8K | 0.93% | 33 |
|
|
2022
Q1 | $4.24M | Buy |
19,122
+111
| +0.6% | +$24.6K | 0.89% | 31 |
|
|
2021
Q4 | $4.12M | Buy |
19,011
+676
| +4% | +$147K | 0.83% | 33 |
|
|
2021
Q3 | $4.08M | Buy |
18,335
+22
| +0.1% | +$4.9K | 0.89% | 30 |
|
|
2021
Q2 | $4.28M | Buy |
18,313
+271
| +2% | +$63.4K | 0.94% | 27 |
|
|
2021
Q1 | $3.82M | Buy |
18,042
+453
| +3% | +$95.9K | 0.94% | 28 |
|
|
2020
Q4 | $3.85M | Buy |
17,589
+270
| +2% | +$59.1K | 1.02% | 29 |
|
|
2020
Q3 | $3.46M | Buy |
17,319
+285
| +2% | +$57K | 1.04% | 26 |
|
|
2020
Q2 | $3.29M | Buy |
17,034
+223
| +1% | +$43.1K | 1.08% | 27 |
|
|
2020
Q1 | $2.71M | Sell |
16,811
-730
| -4% | -$118K | 1.09% | 27 |
|
|
2019
Q4 | $3.3M | Buy |
+17,541
| New | +$3.3M | 0.95% | 31 |
|