Pursue 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 | $267K | Hold |
753
| – | – | 0.15% | 95 |
|
|
2025
Q1 | $264K | Sell |
753
-165
| -18% | -$57.8K | 0.16% | 95 |
|
|
2024
Q4 | $290K | Hold |
918
| – | – | 0.17% | 87 |
|
|
2024
Q3 | $252K | Sell |
918
-1,183
| -56% | -$325K | 0.14% | 99 |
|
|
2024
Q2 | $551K | Sell |
2,101
-279
| -12% | -$73.2K | 0.3% | 56 |
|
|
2024
Q1 | $664K | Hold |
2,380
| – | – | 0.39% | 51 |
|
|
2023
Q4 | $620K | Buy |
2,380
+1,205
| +103% | +$314K | 0.4% | 50 |
|
|
2023
Q3 | $270K | Sell |
1,175
-3,080
| -72% | -$708K | 0.19% | 76 |
|
|
2023
Q2 | $1.01M | Sell |
4,255
-568
| -12% | -$135K | 0.63% | 41 |
|
|
2023
Q1 | $1.09M | Hold |
4,823
| – | – | 0.74% | 40 |
|
|
2022
Q4 | $1M | Sell |
4,823
-9
| -0.2% | -$1.87K | 0.77% | 44 |
|
|
2022
Q3 | $858K | Sell |
4,832
-58
| -1% | -$10.3K | 0.62% | 47 |
|
|
2022
Q2 | $963K | Sell |
4,890
-700
| -13% | -$138K | 0.61% | 49 |
|
|
2022
Q1 | $1.21M | Sell |
5,590
-6,271
| -53% | -$1.36M | 0.5% | 48 |
|
|
2021
Q4 | $2.57M | Buy |
+11,861
| New | +$2.57M | 0.99% | 29 |
|