Private Wealth Management 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 | $152K | Sell |
428
-3
| -0.7% | -$1.07K | 0.05% | 97 |
|
|
2025
Q1 | $151K | Sell |
431
-3
| -0.7% | -$1.05K | 0.06% | 89 |
|
|
2024
Q4 | $137K | Sell |
434
-2
| -0.5% | -$632 | 0.05% | 95 |
|
|
2024
Q3 | $120K | Buy |
436
+7
| +2% | +$1.93K | 0.05% | 96 |
|
|
2024
Q2 | $113K | Sell |
429
-175
| -29% | -$45.9K | 0.05% | 99 |
|
|
2024
Q1 | $169K | Buy |
604
+60
| +11% | +$16.7K | 0.08% | 74 |
|
|
2023
Q4 | $142K | Buy |
+544
| New | +$142K | 0.07% | 79 |
|