OPOWM
V icon

One Plus One Wealth Management’s Visa V Stock Holding History

One Plus One Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386K Buy
1,126
+60
+6% +$19.3K 0.17% 75
2026
Q1 		$322K Sell
1,066
-250
-19% -$80.4K 0.14% 75
2025
Q4 		$461K Sell
1,316
-63
-5% -$21.5K 0.21% 68
2025
Q3 		$471K Sell
1,379
-82
-6% -$28.4K 0.23% 61
2025
Q2 		$519K Sell
1,461
-49
-3% -$17.1K 0.28% 59
2025
Q1 		$529K Sell
1,510
-26
-2% -$8.8K 0.29% 59
2024
Q4 		$486K Hold
1,536
– – 0.29% 61
2024
Q3 		$422K Sell
1,536
-1
-0.1% -$270 0.25% 62
2024
Q2 		$403K Buy
1,537
+276
+22% +$75.6K 0.23% 65
2024
Q1 		$352K Hold
1,261
– – 0.2% 76
2023
Q4 		$328K Sell
1,261
-100
-7% -$24.6K 0.2% 71
2023
Q3 		$313K Buy
1,361
+1
+0.1% +$240 0.2% 66
2023
Q2 		$323K Sell
1,360
-24
-2% -$5.49K 0.21% 66
2023
Q1 		$312K Sell
1,384
-411
-23% -$91.5K 0.22% 67
2022
Q4 		$373K Sell
1,795
-246
-12% -$49.6K 0.26% 60
2022
Q3 		$363K Sell
2,041
-125
-6% -$25.4K 0.3% 56
2022
Q2 		$426K Sell
2,166
-223
-9% -$46.1K 0.32% 55
2022
Q1 		$530K Sell
2,389
-603
-20% -$130K 0.35% 45
2021
Q4 		$649K Sell
2,992
-238
-7% -$51.1K 0.45% 39
2021
Q3 		$720K Sell
3,230
-156
-5% -$36.6K 0.52% 32
2021
Q2 		$792K Sell
3,386
-1,183
-26% -$270K 0.55% 31
2021
Q1 		$967K Buy
+4,569
New +$962K 0.76% 30

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM