Phillips Wealth Planners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,861
+191
| +5% | +$67.7K | 1.24% | 11 |
|
|
2025
Q1 | $1.22M | Buy |
3,670
+19
| +0.5% | +$6.34K | 1.29% | 13 |
|
|
2024
Q4 | $1.12M | Buy |
3,651
+7
| +0.2% | +$2.15K | 1.12% | 20 |
|
|
2024
Q3 | $1.05M | Buy |
3,644
+239
| +7% | +$68.7K | 1% | 20 |
|
|
2024
Q2 | $896K | Buy |
3,405
+119
| +4% | +$31.3K | 0.94% | 26 |
|
|
2024
Q1 | $892K | Buy |
3,286
+194
| +6% | +$52.6K | 1.03% | 20 |
|
|
2023
Q4 | $829K | Sell |
3,092
-150
| -5% | -$40.2K | 1% | 24 |
|
|
2023
Q3 | $758K | Buy |
3,242
+213
| +7% | +$49.8K | 1.03% | 25 |
|
|
2023
Q2 | $719K | Buy |
3,029
+154
| +5% | +$36.6K | 0.94% | 32 |
|
|
2023
Q1 | $668K | Buy |
2,875
+206
| +8% | +$47.9K | 0.88% | 34 |
|
|
2022
Q4 | $611K | Buy |
+2,669
| New | +$611K | 1.07% | 32 |
|