Premier Path Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
11,196
+430
| +4% | +$153K | 0.55% | 38 |
|
|
2025
Q1 | $3.77M | Buy |
10,766
+78
| +0.7% | +$27.3K | 0.59% | 39 |
|
|
2024
Q4 | $3.38M | Buy |
10,688
+111
| +1% | +$35.1K | 0.51% | 42 |
|
|
2024
Q3 | $2.91M | Sell |
10,577
-124
| -1% | -$34.1K | 0.46% | 46 |
|
|
2024
Q2 | $2.81M | Sell |
10,701
-93
| -0.9% | -$24.4K | 0.48% | 45 |
|
|
2024
Q1 | $3.01M | Sell |
10,794
-286
| -3% | -$79.6K | 0.57% | 35 |
|
|
2023
Q4 | $2.86M | Buy |
+11,080
| New | +$2.86M | 0.63% | 33 |
|