OBWP
O'Brien Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Sell |
89
-66
| -43% | -$23.4K | 0.01% | 70 |
|
|
2025
Q1 | $54.3K | Buy |
+155
| New | +$54.3K | 0.01% | 60 |
|
|
2024
Q3 | – | Sell |
-7
| Closed | -$1.84K | – | 72 |
|
|
2024
Q2 | $1.84K | Sell |
7
-14
| -67% | -$3.67K | ﹤0.01% | 57 |
|
|
2024
Q1 | $5.86K | Sell |
21
-102
| -83% | -$28.5K | ﹤0.01% | 61 |
|
|
2023
Q4 | $32K | Buy |
+123
| New | +$32K | 0.01% | 58 |
|
|
2022
Q3 | – | Sell |
-315
| Closed | -$62K | – | 65 |
|
|
2022
Q2 | $62K | Buy |
+315
| New | +$62K | 0.03% | 62 |
|
|
2018
Q2 | – | Sell |
-35
| Closed | -$4K | – | 176 |
|
|
2018
Q1 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 150 |
|