Peterson Wealth Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Buy |
22,219
+100
| +0.5% | +$35.5K | 2.16% | 14 |
|
|
2025
Q1 | $7.75M | Buy |
22,119
+252
| +1% | +$88.3K | 2.4% | 10 |
|
|
2024
Q4 | $6.91M | Buy |
21,867
+396
| +2% | +$125K | 2.07% | 12 |
|
|
2024
Q3 | $5.9M | Buy |
21,471
+1,253
| +6% | +$345K | 1.89% | 13 |
|
|
2024
Q2 | $5.31M | Buy |
20,218
+277
| +1% | +$72.7K | 1.85% | 14 |
|
|
2024
Q1 | $5.57M | Buy |
19,941
+32
| +0.2% | +$8.93K | 2.03% | 13 |
|
|
2023
Q4 | $5.18M | Buy |
19,909
+560
| +3% | +$146K | 2.22% | 11 |
|
|
2023
Q3 | $4.45M | Buy |
19,349
+615
| +3% | +$141K | 3.33% | 7 |
|
|
2023
Q2 | $4.45M | Buy |
18,734
+747
| +4% | +$177K | 2.14% | 12 |
|
|
2023
Q1 | $4.05M | Buy |
17,987
+1,462
| +9% | +$329K | 2.09% | 14 |
|
|
2022
Q4 | $3.43M | Buy |
16,525
+421
| +3% | +$87.5K | 1.97% | 15 |
|
|
2022
Q3 | $2.86M | Buy |
16,104
+535
| +3% | +$95K | 2.03% | 15 |
|
|
2022
Q2 | $3.07M | Buy |
15,569
+684
| +5% | +$135K | 2.21% | 13 |
|
|
2022
Q1 | $3.3M | Buy |
14,885
+2,395
| +19% | +$531K | 2.03% | 16 |
|
|
2021
Q4 | $2.71M | Buy |
+12,490
| New | +$2.71M | 1.8% | 18 |
|