Oakwell Private 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 | $1.64M | Buy |
4,618
+293
| +7% | +$104K | 0.38% | 25 |
|
|
2025
Q1 | $1.52M | Buy |
4,325
+443
| +11% | +$155K | 0.42% | 27 |
|
|
2024
Q4 | $1.23M | Buy |
3,882
+270
| +7% | +$85.3K | 0.34% | 31 |
|
|
2024
Q3 | $993K | Buy |
3,612
+168
| +5% | +$46.2K | 0.29% | 35 |
|
|
2024
Q2 | $904K | Buy |
3,444
+464
| +16% | +$122K | 0.26% | 37 |
|
|
2024
Q1 | $832K | Buy |
2,980
+231
| +8% | +$64.5K | 0.25% | 36 |
|
|
2023
Q4 | $716K | Buy |
2,749
+352
| +15% | +$91.6K | 0.25% | 35 |
|
|
2023
Q3 | $551K | Buy |
2,397
+60
| +3% | +$13.8K | 0.23% | 37 |
|
|
2023
Q2 | $555K | Buy |
2,337
+190
| +9% | +$45.1K | 0.23% | 37 |
|
|
2023
Q1 | $484K | Buy |
2,147
+6
| +0.3% | +$1.35K | 0.22% | 40 |
|
|
2022
Q4 | $445K | Buy |
2,141
+69
| +3% | +$14.3K | 0.21% | 42 |
|
|
2022
Q3 | $368K | Buy |
2,072
+55
| +3% | +$9.77K | 0.2% | 46 |
|
|
2022
Q2 | $397K | Buy |
+2,017
| New | +$397K | 0.23% | 43 |
|