Portside Wealth Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
34,239
-1,242
| -4% | -$441K | 1.8% | 7 |
|
|
2025
Q1 | $12.4M | Buy |
35,481
+154
| +0.4% | +$54K | 2.03% | 5 |
|
|
2024
Q4 | $11.2M | Sell |
35,327
-542
| -2% | -$171K | 1.85% | 6 |
|
|
2024
Q3 | $9.86M | Buy |
35,869
+867
| +2% | +$238K | 1.68% | 6 |
|
|
2024
Q2 | $9.19M | Sell |
35,002
-546
| -2% | -$143K | 1.75% | 5 |
|
|
2024
Q1 | $9.92M | Buy |
35,548
+3,076
| +9% | +$858K | 1.84% | 5 |
|
|
2023
Q4 | $8.45M | Sell |
32,472
-2,116
| -6% | -$551K | 1.57% | 9 |
|
|
2023
Q3 | $7.96M | Buy |
34,588
+814
| +2% | +$187K | 1.5% | 10 |
|
|
2023
Q2 | $8.02M | Buy |
+33,774
| New | +$8.02M | 1.49% | 10 |
|