Madison 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 | $1.29M | Buy |
3,621
+22
| +0.6% | +$7.81K | 0.28% | 44 |
|
|
2025
Q1 | $1.26M | Buy |
3,599
+44
| +1% | +$15.4K | 0.31% | 40 |
|
|
2024
Q4 | $1.12M | Sell |
3,555
-24
| -0.7% | -$7.58K | 0.31% | 43 |
|
|
2024
Q3 | $984K | Buy |
3,579
+727
| +25% | +$200K | 0.29% | 50 |
|
|
2024
Q2 | $749K | Hold |
2,852
| – | – | 0.26% | 52 |
|
|
2024
Q1 | $796K | Sell |
2,852
-68
| -2% | -$19K | 0.29% | 46 |
|
|
2023
Q4 | $760K | Buy |
2,920
+2
| +0.1% | +$521 | 0.3% | 41 |
|
|
2023
Q3 | $671K | Buy |
2,918
+19
| +0.7% | +$4.37K | 0.34% | 36 |
|
|
2023
Q2 | $689K | Hold |
2,899
| – | – | 0.32% | 36 |
|
|
2023
Q1 | $654K | Sell |
2,899
-223
| -7% | -$50.3K | 0.33% | 35 |
|
|
2022
Q4 | $649K | Buy |
3,122
+25
| +0.8% | +$5.19K | 0.38% | 31 |
|
|
2022
Q3 | $550K | Buy |
3,097
+58
| +2% | +$10.3K | 0.36% | 33 |
|
|
2022
Q2 | $598K | Buy |
3,039
+201
| +7% | +$39.6K | 0.38% | 33 |
|
|
2022
Q1 | $629K | Sell |
2,838
-123
| -4% | -$27.3K | 0.35% | 30 |
|
|
2021
Q4 | $642K | Sell |
2,961
-192
| -6% | -$41.6K | 0.32% | 28 |
|
|
2021
Q3 | $702K | Buy |
3,153
+174
| +6% | +$38.7K | 0.4% | 27 |
|
|
2021
Q2 | $697K | Buy |
2,979
+610
| +26% | +$143K | 0.4% | 26 |
|
|
2021
Q1 | $518K | Hold |
2,369
| – | – | 0.36% | 24 |
|
|
2020
Q4 | $518K | Buy |
+2,369
| New | +$518K | 0.35% | 25 |
|