Naviter 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 | $5.6M | Buy |
15,766
+481
| +3% | +$171K | 0.69% | 26 |
|
|
2025
Q1 | $5.24M | Buy |
15,285
+34
| +0.2% | +$11.7K | 0.64% | 32 |
|
|
2024
Q4 | $4.82M | Buy |
15,251
+3,552
| +30% | +$1.12M | 0.58% | 35 |
|
|
2024
Q3 | $3.22M | Buy |
11,699
+63
| +0.5% | +$17.3K | 0.45% | 57 |
|
|
2024
Q2 | $3.05M | Buy |
11,636
+793
| +7% | +$208K | 0.46% | 54 |
|
|
2024
Q1 | $3.03M | Buy |
10,843
+1,408
| +15% | +$393K | 0.5% | 49 |
|
|
2023
Q4 | $2.46M | Buy |
9,435
+1,647
| +21% | +$429K | 0.49% | 48 |
|
|
2023
Q3 | $1.79M | Buy |
7,788
+525
| +7% | +$121K | 0.43% | 54 |
|
|
2023
Q2 | $1.72M | Buy |
7,263
+1,090
| +18% | +$259K | 0.44% | 54 |
|
|
2023
Q1 | $1.39M | Sell |
6,173
-1,295
| -17% | -$292K | 0.49% | 48 |
|
|
2022
Q4 | $1.67M | Buy |
7,468
+1,556
| +26% | +$348K | 0.46% | 46 |
|
|
2022
Q3 | $1.05M | Buy |
5,912
+601
| +11% | +$107K | 0.43% | 47 |
|
|
2022
Q2 | $1.05M | Buy |
+5,311
| New | +$1.05M | 0.43% | 48 |
|