Perissos Private 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 | $1.96M | Buy |
5,524
+3
| +0.1% | +$1.07K | 1.55% | 21 |
|
|
2025
Q1 | $1.93M | Sell |
5,521
-898
| -14% | -$315K | 1.76% | 17 |
|
|
2024
Q4 | $2.03M | Buy |
6,419
+29
| +0.5% | +$9.17K | 1.52% | 20 |
|
|
2024
Q3 | $1.76M | Buy |
6,390
+1,008
| +19% | +$277K | 1.41% | 21 |
|
|
2024
Q2 | $1.41M | Buy |
5,382
+308
| +6% | +$80.8K | 1.27% | 26 |
|
|
2024
Q1 | $1.42M | Buy |
+5,074
| New | +$1.42M | 1.28% | 29 |
|