Oak Harbor Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Sell |
16,909
-17
| -0.1% | -$6.04K | 1.62% | 14 |
|
|
2025
Q1 | $5.93M | Sell |
16,926
-18
| -0.1% | -$6.31K | 1.7% | 12 |
|
|
2024
Q4 | $5.35M | Sell |
16,944
-3,593
| -17% | -$1.14M | 1.55% | 15 |
|
|
2024
Q3 | $5.65M | Sell |
20,537
-256
| -1% | -$70.4K | 1.61% | 15 |
|
|
2024
Q2 | $5.46M | Buy |
20,793
+14
| +0.1% | +$3.67K | 1.72% | 15 |
|
|
2024
Q1 | $5.8M | Buy |
20,779
+34
| +0.2% | +$9.49K | 1.81% | 14 |
|
|
2023
Q4 | $5.4M | Sell |
20,745
-383
| -2% | -$99.7K | 1.81% | 14 |
|
|
2023
Q3 | $4.86M | Buy |
21,128
+80
| +0.4% | +$18.4K | 1.72% | 14 |
|
|
2023
Q2 | $5M | Sell |
21,048
-103
| -0.5% | -$24.5K | 1.71% | 12 |
|
|
2023
Q1 | $4.77M | Buy |
21,151
+789
| +4% | +$178K | 1.73% | 12 |
|
|
2022
Q4 | $4.23M | Buy |
20,362
+146
| +0.7% | +$30.3K | 1.61% | 17 |
|
|
2022
Q3 | $3.59M | Buy |
20,216
+180
| +0.9% | +$32K | 1.41% | 17 |
|
|
2022
Q2 | $3.95M | Buy |
20,036
+257
| +1% | +$50.6K | 1.57% | 18 |
|
|
2022
Q1 | $4.39M | Buy |
19,779
+377
| +2% | +$83.6K | 1.44% | 18 |
|
|
2021
Q4 | $4.21M | Buy |
+19,402
| New | +$4.21M | 1.45% | 16 |
|