Maia Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.95M | Buy |
11,123
+885
| +9% | +$314K | 0.75% | 33 |
|
2025
Q1 | $3.43M | Sell |
10,238
-47
| -0.5% | -$15.8K | 0.78% | 33 |
|
2024
Q4 | $3.44M | Buy |
10,285
+1,176
| +13% | +$393K | 0.74% | 35 |
|
2024
Q3 | $2.58M | Buy |
9,109
+943
| +12% | +$267K | 0.64% | 40 |
|
2024
Q2 | $2.19M | Buy |
+8,166
| New | +$2.19M | 0.66% | 40 |
|
2023
Q4 | $1.56M | Buy |
+5,974
| New | +$1.56M | 0.63% | 38 |
|