Redwood 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 | $304K | Sell |
858
-4
| -0.5% | -$1.42K | 0.14% | 133 |
|
|
2025
Q1 | $302K | Buy |
862
+4
| +0.5% | +$1.4K | 0.15% | 123 |
|
|
2024
Q4 | $271K | Buy |
858
+4
| +0.5% | +$1.26K | 0.13% | 132 |
|
|
2024
Q3 | $235K | Sell |
854
-55
| -6% | -$15.1K | 0.12% | 147 |
|
|
2024
Q2 | $238K | Buy |
909
+11
| +1% | +$2.89K | 0.18% | 104 |
|
|
2024
Q1 | $250K | Hold |
898
| – | – | 0.27% | 100 |
|
|
2023
Q4 | $234K | Sell |
898
-50
| -5% | -$13K | 0.26% | 105 |
|
|
2023
Q3 | $218K | Hold |
948
| – | – | 0.25% | 110 |
|
|
2023
Q2 | $225K | Buy |
948
+50
| +6% | +$11.9K | 0.25% | 111 |
|
|
2023
Q1 | $202K | Buy |
+898
| New | +$202K | 0.23% | 121 |
|