Prosperity Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
716
-12
| -2% | -$4.26K | 0.09% | 197 |
|
|
2025
Q1 | $255K | Hold |
728
| – | – | 0.12% | 170 |
|
|
2024
Q4 | $230K | Sell |
728
-25
| -3% | -$7.9K | 0.09% | 180 |
|
|
2024
Q3 | $207K | Sell |
753
-452
| -38% | -$124K | 0.08% | 177 |
|
|
2024
Q2 | $316K | Hold |
1,205
| – | – | 0.16% | 122 |
|
|
2024
Q1 | $336K | Buy |
1,205
+330
| +38% | +$92.1K | 0.16% | 105 |
|
|
2023
Q4 | $228K | Sell |
875
-105
| -11% | -$27.3K | 0.15% | 115 |
|
|
2023
Q3 | $225K | Hold |
980
| – | – | 0.15% | 114 |
|
|
2023
Q2 | $233K | Sell |
980
-639
| -39% | -$152K | 0.15% | 109 |
|
|
2023
Q1 | $365K | Buy |
1,619
+233
| +17% | +$52.5K | 0.29% | 66 |
|
|
2022
Q4 | $288K | Buy |
+1,386
| New | +$288K | 0.27% | 72 |
|