QWP
Quotient Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
10,421
+123
| +1% | +$43.7K | 0.11% | 55 |
|
|
2025
Q1 | $3.61M | Buy |
10,298
+78
| +0.8% | +$27.3K | 0.12% | 49 |
|
|
2024
Q4 | $3.23M | Sell |
10,220
-290
| -3% | -$91.7K | 0.11% | 53 |
|
|
2024
Q3 | $2.89M | Sell |
10,510
-949
| -8% | -$261K | 0.1% | 51 |
|
|
2024
Q2 | $3.01M | Sell |
11,459
-4,418
| -28% | -$1.16M | 0.11% | 49 |
|
|
2024
Q1 | $4.43M | Sell |
15,877
-5,986
| -27% | -$1.67M | 0.16% | 44 |
|
|
2023
Q4 | $5.69M | Buy |
+21,863
| New | +$5.69M | 0.22% | 42 |
|