Olistico 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 | $1.2M | Buy |
3,381
+416
| +14% | +$148K | 0.67% | 32 |
|
|
2025
Q1 | $1.04M | Sell |
2,965
-68
| -2% | -$23.8K | 0.64% | 34 |
|
|
2024
Q4 | $959K | Buy |
3,033
+1
| +0% | +$316 | 0.56% | 36 |
|
|
2024
Q3 | $834K | Sell |
3,032
-26
| -0.9% | -$7.15K | 0.51% | 38 |
|
|
2024
Q2 | $803K | Hold |
3,058
| – | – | 0.51% | 40 |
|
|
2024
Q1 | $853K | Sell |
3,058
-433
| -12% | -$121K | 0.62% | 37 |
|
|
2023
Q4 | $909K | Buy |
3,491
+3
| +0.1% | +$781 | 0.71% | 34 |
|
|
2023
Q3 | $802K | Sell |
3,488
-20
| -0.6% | -$4.6K | 0.72% | 37 |
|
|
2023
Q2 | $833K | Buy |
3,508
+465
| +15% | +$110K | 0.71% | 38 |
|
|
2023
Q1 | $686K | Sell |
3,043
-1,322
| -30% | -$298K | 0.66% | 41 |
|
|
2022
Q4 | $907K | Buy |
+4,365
| New | +$907K | 0.98% | 28 |
|