Oxler Private 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 | $5.32M | Sell |
14,991
-260
| -2% | -$92.3K | 1.67% | 14 |
|
|
2025
Q1 | $5.34M | Sell |
15,251
-227
| -1% | -$79.6K | 1.88% | 16 |
|
|
2024
Q4 | $4.89M | Buy |
15,478
+27
| +0.2% | +$8.53K | 1.61% | 18 |
|
|
2024
Q3 | $4.25M | Buy |
15,451
+27
| +0.2% | +$7.42K | 1.48% | 20 |
|
|
2024
Q2 | $4.05M | Sell |
15,424
-73
| -0.5% | -$19.2K | 1.5% | 18 |
|
|
2024
Q1 | $4.32M | Buy |
15,497
+5,879
| +61% | +$1.64M | 1.7% | 17 |
|
|
2023
Q4 | $2.5M | Sell |
9,618
-6,115
| -39% | -$1.59M | 2.08% | 15 |
|
|
2023
Q3 | $3.63M | Sell |
15,733
-339
| -2% | -$78.2K | 1.82% | 13 |
|
|
2023
Q2 | $3.82M | Sell |
16,072
-373
| -2% | -$88.6K | 1.82% | 13 |
|
|
2023
Q1 | $3.71M | Sell |
16,445
-266
| -2% | -$60K | 1.83% | 15 |
|
|
2022
Q4 | $3.47M | Sell |
16,711
-646
| -4% | -$134K | 1.87% | 17 |
|
|
2022
Q3 | $3.09M | Sell |
17,357
-13
| -0.1% | -$2.31K | 1.73% | 14 |
|
|
2022
Q2 | $3.42M | Buy |
17,370
+11
| +0.1% | +$2.17K | 1.65% | 16 |
|
|
2022
Q1 | $3.85M | Sell |
17,359
-170
| -1% | -$37.7K | 1.74% | 13 |
|
|
2021
Q4 | $3.8M | Sell |
17,529
-99
| -0.6% | -$21.5K | 1.57% | 14 |
|
|
2021
Q3 | $3.93M | Sell |
17,628
-30
| -0.2% | -$6.68K | 1.73% | 13 |
|
|
2021
Q2 | $4.13M | Sell |
17,658
-50
| -0.3% | -$11.7K | 1.8% | 13 |
|
|
2021
Q1 | $3.75M | Buy |
17,708
+23
| +0.1% | +$4.87K | 1.9% | 13 |
|
|
2020
Q4 | $3.86M | Buy |
+17,685
| New | +$3.86M | 2.18% | 10 |
|