Quantum Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
3,574
| – | – | 0.41% | 45 |
|
|
2025
Q1 | $1.25M | Sell |
3,574
-30
| -0.8% | -$10.5K | 0.47% | 42 |
|
|
2024
Q4 | $1.14M | Sell |
3,604
-56
| -2% | -$17.7K | 0.36% | 53 |
|
|
2024
Q3 | $1.01M | Sell |
3,660
-7
| -0.2% | -$1.93K | 0.34% | 59 |
|
|
2024
Q2 | $963K | Hold |
3,667
| – | – | 0.34% | 56 |
|
|
2024
Q1 | $1.02M | Hold |
3,667
| – | – | 0.38% | 59 |
|
|
2023
Q4 | $955K | Buy |
3,667
+28
| +0.8% | +$7.29K | 0.4% | 58 |
|
|
2023
Q3 | $837K | Hold |
3,639
| – | – | 0.4% | 52 |
|
|
2023
Q2 | $864K | Hold |
3,639
| – | – | 0.4% | 60 |
|
|
2023
Q1 | $820K | Sell |
3,639
-209
| -5% | -$47.1K | 0.44% | 48 |
|
|
2022
Q4 | $799K | Buy |
3,848
+27
| +0.7% | +$5.61K | 0.51% | 48 |
|
|
2022
Q3 | $678K | Sell |
3,821
-85
| -2% | -$15.1K | 0.42% | 52 |
|
|
2022
Q2 | $769K | Sell |
3,906
-338
| -8% | -$66.5K | 0.45% | 46 |
|
|
2022
Q1 | $941K | Sell |
4,244
-124
| -3% | -$27.5K | 0.41% | 51 |
|
|
2021
Q4 | $946K | Buy |
+4,368
| New | +$946K | 0.36% | 60 |
|