Northwest Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
1,000
+50
| +5% | +$17.8K | 0.06% | 129 |
|
|
2025
Q1 | $333K | Buy |
950
+179
| +23% | +$62.7K | 0.07% | 128 |
|
|
2024
Q4 | $244K | Buy |
+771
| New | +$244K | 0.05% | 141 |
|
|
2019
Q2 | – | Sell |
-699
| Closed | -$109K | – | 450 |
|
|
2019
Q1 | $109K | Buy |
699
+67
| +11% | +$10.4K | 0.08% | 152 |
|
|
2018
Q4 | $83K | Hold |
632
| – | – | 0.07% | 164 |
|
|
2018
Q3 | $95K | Hold |
632
| – | – | 0.07% | 159 |
|
|
2018
Q2 | $84K | Hold |
632
| – | – | 0.06% | 167 |
|
|
2018
Q1 | $75K | Buy |
+632
| New | +$75K | 0.06% | 179 |
|