Peninsula Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.29M | Buy |
7,239
+83
| +1% | +$26.2K | 0.39% | 28 |
|
|
2024
Q3 | $2.06M | Buy |
7,156
+69
| +1% | +$19.8K | 0.36% | 30 |
|
|
2024
Q2 | $1.88M | Sell |
7,087
-149
| -2% | -$39.6K | 0.35% | 31 |
|
|
2024
Q1 | $2.02M | Sell |
7,236
-66
| -0.9% | -$18.4K | 0.4% | 28 |
|
|
2023
Q4 | $1.9M | Sell |
7,302
-42
| -0.6% | -$10.9K | 0.39% | 27 |
|
|
2023
Q3 | $1.7M | Sell |
7,344
-1,345
| -15% | -$311K | 0.4% | 24 |
|
|
2023
Q2 | $2.06M | Buy |
8,689
+126
| +1% | +$29.9K | 0.54% | 23 |
|
|
2023
Q1 | $1.93M | Sell |
8,563
-332
| -4% | -$74.9K | 0.56% | 23 |
|
|
2022
Q4 | $1.85M | Buy |
8,895
+277
| +3% | +$57.6K | 0.58% | 22 |
|
|
2022
Q3 | $1.53M | Sell |
8,618
-235
| -3% | -$41.7K | 0.54% | 23 |
|
|
2022
Q2 | $1.74M | Sell |
8,853
-187
| -2% | -$36.8K | 0.59% | 20 |
|
|
2022
Q1 | $2.01M | Sell |
9,040
-457
| -5% | -$101K | 0.57% | 20 |
|
|
2021
Q4 | $2.06M | Buy |
+9,497
| New | +$2.06M | 0.55% | 20 |
|
|
2020
Q4 | – | Sell |
-7,949
| Closed | -$1.59M | – | 50 |
|
|
2020
Q3 | $1.59M | Buy |
7,949
+1
| +0% | +$200 | 0.68% | 18 |
|
|
2020
Q2 | $1.54M | Sell |
7,948
-7,102
| -47% | -$1.37M | 0.72% | 17 |
|
|
2020
Q1 | $2.43M | Buy |
15,050
+251
| +2% | +$40.4K | 1.36% | 13 |
|
|
2019
Q4 | $2.78M | Buy |
14,799
+7,179
| +94% | +$1.35M | 1.29% | 10 |
|
|
2019
Q3 | $1.31M | Buy |
7,620
+12
| +0.2% | +$2.07K | 0.66% | 12 |
|
|
2019
Q2 | $1.32M | Buy |
7,608
+61
| +0.8% | +$10.6K | 0.68% | 12 |
|
|
2019
Q1 | $1.18M | Buy |
7,547
+1
| +0% | +$156 | 0.65% | 12 |
|
|
2018
Q4 | $995K | Hold |
7,546
| – | – | 0.62% | 13 |
|
|
2018
Q3 | $1.13M | Buy |
7,546
+1
| +0% | +$150 | 0.61% | 13 |
|
|
2018
Q2 | $999K | Buy |
7,545
+1
| +0% | +$132 | 0.59% | 13 |
|
|
2018
Q1 | $902K | Buy |
+7,544
| New | +$902K | 0.54% | 13 |
|