Palumbo Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.91M | Sell |
16,240
-1,266
| -7% | -$407K | 1.2% | 23 |
|
|
2025
Q4 | $6.14M | Buy |
17,506
+104
| +0.6% | +$35.4K | 1.51% | 15 |
|
|
2025
Q3 | $5.75M | Buy |
17,402
+33
| +0.2% | +$11.4K | 1.84% | 14 |
|
|
2025
Q2 | $6.17M | Sell |
17,369
-308
| -2% | -$107K | 1.91% | 12 |
|
|
2025
Q1 | $6.2M | Buy |
17,677
+2,010
| +13% | +$680K | 2.07% | 11 |
|
|
2024
Q4 | $4.95M | Buy |
15,667
+1,083
| +7% | +$326K | 1.85% | 12 |
|
|
2024
Q3 | $4.01M | Buy |
14,584
+185
| +1% | +$50K | 1.56% | 15 |
|
|
2024
Q2 | $3.78M | Buy |
14,399
+694
| +5% | +$190K | 1.6% | 15 |
|
|
2024
Q1 | $3.82M | Buy |
13,705
+3,436
| +33% | +$949K | 1.71% | 15 |
|
|
2023
Q4 | $2.67M | Buy |
10,269
+544
| +6% | +$134K | 1.37% | 17 |
|
|
2023
Q3 | $2.24M | Buy |
9,725
+5,081
| +109% | +$1.22M | 1.23% | 17 |
|
|
2023
Q2 | $1.1M | Buy |
4,644
+1,003
| +28% | +$230K | 0.67% | 30 |
|
|
2023
Q1 | $821K | Buy |
3,641
+302
| +9% | +$67.2K | 0.55% | 43 |
|
|
2022
Q4 | $694K | Buy |
3,339
+373
| +13% | +$75.2K | 0.55% | 43 |
|
|
2022
Q3 | $527K | Buy |
2,966
+137
| +5% | +$27.9K | 0.45% | 48 |
|
|
2022
Q2 | $557K | Buy |
2,829
+589
| +26% | +$122K | 0.44% | 48 |
|
|
2022
Q1 | $497K | Buy |
2,240
+100
| +5% | +$21.6K | 0.32% | 61 |
|
|
2021
Q4 | $464K | Buy |
2,140
+513
| +32% | +$110K | 0.29% | 63 |
|
|
2021
Q3 | $362K | Buy |
1,627
+55
| +3% | +$12.9K | 0.24% | 73 |
|
|
2021
Q2 | $368K | Buy |
1,572
+118
| +8% | +$27K | 0.25% | 74 |
|
|
2021
Q1 | $308K | Sell |
1,454
-132
| -8% | -$27.8K | 0.23% | 78 |
|
|
2020
Q4 | $347K | Buy |
+1,586
| New | +$325K | 0.28% | 65 |
|
Other funds holding V
VCM
VPM
