Parisi Gray Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
4,030
-35
| -0.9% | -$12.4K | 0.41% | 48 |
|
|
2025
Q1 | $1.42M | Buy |
4,065
+95
| +2% | +$33.3K | 0.47% | 44 |
|
|
2024
Q4 | $1.25M | Sell |
3,970
-72
| -2% | -$22.8K | 0.4% | 47 |
|
|
2024
Q3 | $1.11M | Buy |
4,042
+41
| +1% | +$11.3K | 0.37% | 49 |
|
|
2024
Q2 | $1.05M | Buy |
4,001
+87
| +2% | +$22.8K | 0.38% | 50 |
|
|
2024
Q1 | $1.09M | Buy |
3,914
+175
| +5% | +$48.8K | 0.41% | 46 |
|
|
2023
Q4 | $973K | Sell |
3,739
-3
| -0.1% | -$781 | 0.39% | 52 |
|
|
2023
Q3 | $861K | Buy |
3,742
+66
| +2% | +$15.2K | 0.39% | 50 |
|
|
2023
Q2 | $829K | Hold |
3,676
| – | – | 0.38% | 52 |
|
|
2023
Q1 | $829K | Buy |
3,676
+27
| +0.7% | +$6.09K | 0.52% | 41 |
|
|
2022
Q4 | $758K | Sell |
3,649
-22
| -0.6% | -$4.57K | 0.37% | 54 |
|
|
2022
Q3 | $652K | Sell |
3,671
-10
| -0.3% | -$1.78K | 0.5% | 41 |
|
|
2022
Q2 | $725K | Buy |
3,681
+16
| +0.4% | +$3.15K | 0.38% | 50 |
|
|
2022
Q1 | $813K | Sell |
3,665
-159
| -4% | -$35.3K | 0.33% | 59 |
|
|
2021
Q4 | $829K | Buy |
3,824
+23
| +0.6% | +$4.99K | 0.31% | 60 |
|
|
2021
Q3 | $876K | Sell |
3,801
-22
| -0.6% | -$5.07K | 0.36% | 56 |
|
|
2021
Q2 | $894K | Sell |
3,823
-44
| -1% | -$10.3K | 0.33% | 59 |
|
|
2021
Q1 | $819K | Buy |
3,867
+9
| +0.2% | +$1.91K | 0.34% | 61 |
|
|
2020
Q4 | $844K | Buy |
3,858
+74
| +2% | +$16.2K | 0.37% | 54 |
|
|
2020
Q3 | $757K | Buy |
3,784
+88
| +2% | +$17.6K | 0.39% | 50 |
|
|
2020
Q2 | $714K | Buy |
3,696
+61
| +2% | +$11.8K | 0.41% | 50 |
|
|
2020
Q1 | $586K | Sell |
3,635
-185
| -5% | -$29.8K | 0.41% | 55 |
|
|
2019
Q4 | $718K | Sell |
3,820
-224
| -6% | -$42.1K | 0.41% | 55 |
|
|
2019
Q3 | $696K | Buy |
4,044
+185
| +5% | +$31.8K | 0.46% | 52 |
|
|
2019
Q2 | $670K | Buy |
3,859
+71
| +2% | +$12.3K | 0.46% | 52 |
|
|
2019
Q1 | $592K | Hold |
3,788
| – | – | 0.38% | 52 |
|
|
2018
Q4 | $496K | Buy |
3,788
+1
| +0% | +$131 | 0.34% | 61 |
|
|
2018
Q3 | $568K | Buy |
3,787
+509
| +16% | +$76.3K | 0.35% | 64 |
|
|
2018
Q2 | $440K | Buy |
3,278
+263
| +9% | +$35.3K | 0.29% | 78 |
|
|
2018
Q1 | $359K | Sell |
3,015
-145
| -5% | -$17.3K | 0.28% | 78 |
|
|
2017
Q4 | $362K | Buy |
+3,160
| New | +$362K | 0.27% | 80 |
|