NewEdge 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 | $59M | Buy |
177,631
+8,291
| +5% | +$2.75M | 0.92% | 17 |
|
|
2025
Q1 | $59.3M | Sell |
169,340
-1,376
| -0.8% | -$482K | 1.07% | 14 |
|
|
2024
Q4 | $54M | Buy |
170,716
+8,101
| +5% | +$2.56M | 0.94% | 18 |
|
|
2024
Q3 | $44.7M | Buy |
162,615
+23,355
| +17% | +$6.42M | 0.81% | 25 |
|
|
2024
Q2 | $36.6M | Sell |
139,260
-3,402
| -2% | -$893K | 0.79% | 30 |
|
|
2024
Q1 | $38.2M | Buy |
142,662
+15,773
| +12% | +$4.22M | 0.86% | 25 |
|
|
2023
Q4 | $33M | Buy |
126,889
+6,911
| +6% | +$1.8M | 0.84% | 26 |
|
|
2023
Q3 | $27.6M | Buy |
119,978
+10,127
| +9% | +$2.33M | 0.87% | 25 |
|
|
2023
Q2 | $26.1M | Buy |
109,851
+21,611
| +24% | +$5.13M | 0.87% | 25 |
|
|
2023
Q1 | $19.9M | Buy |
88,240
+2,135
| +2% | +$481K | 0.76% | 30 |
|
|
2022
Q4 | $17.9M | Buy |
86,105
+2,495
| +3% | +$518K | 0.77% | 32 |
|
|
2022
Q3 | $14.9M | Sell |
83,610
-2,766
| -3% | -$491K | 0.7% | 35 |
|
|
2022
Q2 | $17M | Buy |
86,376
+18,545
| +27% | +$3.65M | 0.77% | 30 |
|
|
2022
Q1 | $15M | Buy |
67,831
+13,424
| +25% | +$2.98M | 0.67% | 34 |
|
|
2021
Q4 | $11.8M | Buy |
54,407
+3,326
| +7% | +$721K | 0.49% | 43 |
|
|
2021
Q3 | $11.4M | Buy |
51,081
+3,347
| +7% | +$746K | 0.68% | 34 |
|
|
2021
Q2 | $11.2M | Sell |
47,734
-584
| -1% | -$137K | 0.85% | 30 |
|
|
2021
Q1 | $10.2M | Buy |
48,318
+35,221
| +269% | +$7.46M | 1.02% | 19 |
|
|
2020
Q4 | $2.87M | Buy |
+13,097
| New | +$2.87M | 0.88% | 29 |
|