Perfromance Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
56,499
+761
| +1% | +$270K | 0.64% | 20 |
|
|
2025
Q1 | $19.5M | Buy |
55,738
+287
| +0.5% | +$101K | 0.7% | 18 |
|
|
2024
Q4 | $17.5M | Sell |
55,451
-632
| -1% | -$200K | 0.56% | 19 |
|
|
2024
Q3 | $15.4M | Buy |
56,083
+773
| +1% | +$213K | 0.53% | 20 |
|
|
2024
Q2 | $14.5M | Sell |
55,310
-146,105
| -73% | -$38.3M | 0.54% | 18 |
|
|
2024
Q1 | $56.2M | Buy |
201,415
+1,305
| +0.7% | +$364K | 2.36% | 9 |
|
|
2023
Q4 | $52.1M | Sell |
200,110
-3,702
| -2% | -$964K | 2.29% | 8 |
|
|
2023
Q3 | $46.9M | Sell |
203,812
-1,804
| -0.9% | -$415K | 2.28% | 8 |
|
|
2023
Q2 | $49.2M | Sell |
205,616
-5,289
| -3% | -$1.27M | 2.26% | 9 |
|
|
2023
Q1 | $47.6M | Buy |
210,905
+1,144
| +0.5% | +$258K | 2.44% | 9 |
|
|
2022
Q4 | $43.6M | Sell |
209,761
-4,347
| -2% | -$903K | 2.62% | 9 |
|
|
2022
Q3 | $38M | Sell |
214,108
-685
| -0.3% | -$122K | 2.2% | 9 |
|
|
2022
Q2 | $42.3M | Sell |
214,793
-1,666
| -0.8% | -$328K | 2.38% | 8 |
|
|
2022
Q1 | $48M | Sell |
216,459
-11,021
| -5% | -$2.44M | 2.09% | 8 |
|
|
2021
Q4 | $49.3M | Buy |
+227,480
| New | +$49.3M | 1.99% | 8 |
|