NIWA
New Insight Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
1,901
+21
| +1% | +$7.46K | 0.28% | 54 |
|
|
2025
Q1 | $659K | Buy |
1,880
+310
| +20% | +$109K | 0.3% | 48 |
|
|
2024
Q4 | $496K | Sell |
1,570
-72
| -4% | -$22.8K | 0.25% | 53 |
|
|
2024
Q3 | $451K | Hold |
1,642
| – | – | 0.24% | 52 |
|
|
2024
Q2 | $431K | Sell |
1,642
-10
| -0.6% | -$2.63K | 0.25% | 52 |
|
|
2024
Q1 | $461K | Sell |
1,652
-59
| -3% | -$16.5K | 0.29% | 45 |
|
|
2023
Q4 | $445K | Buy |
+1,711
| New | +$445K | 0.3% | 49 |
|