Rockline 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 | $9.57M | Buy |
26,943
+790
| +3% | +$280K | 2.26% | 11 |
|
|
2025
Q1 | $9.17M | Buy |
26,153
+1,226
| +5% | +$430K | 2.55% | 7 |
|
|
2024
Q4 | $7.88M | Buy |
24,927
+1,364
| +6% | +$431K | 2.1% | 10 |
|
|
2024
Q3 | $6.48M | Buy |
23,563
+1,490
| +7% | +$410K | 1.83% | 11 |
|
|
2024
Q2 | $5.79M | Buy |
22,073
+1,600
| +8% | +$420K | 1.79% | 12 |
|
|
2024
Q1 | $5.71M | Buy |
20,473
+1,187
| +6% | +$331K | 2% | 10 |
|
|
2023
Q4 | $5.02M | Buy |
+19,286
| New | +$5.02M | 2.09% | 8 |
|