Peterson Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+628
| New | +$223K | 0.04% | 92 |
|
|
2024
Q3 | – | Sell |
-926
| Closed | -$243K | – | 84 |
|
|
2024
Q2 | $243K | Buy |
926
+13
| +1% | +$3.41K | 0.05% | 69 |
|
|
2024
Q1 | $255K | Sell |
913
-5
| -0.5% | -$1.4K | 0.05% | 64 |
|
|
2023
Q4 | $239K | Buy |
+918
| New | +$239K | 0.06% | 62 |
|