Schrum Private 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 | $2.42M | Hold |
6,815
| – | – | 1.94% | 10 |
|
|
2025
Q1 | $2.39M | Hold |
6,815
| – | – | 2.1% | 9 |
|
|
2024
Q4 | $2.15M | Buy |
6,815
+5,151
| +310% | +$1.63M | 1.83% | 10 |
|
|
2024
Q3 | $458K | Sell |
1,664
-5,466
| -77% | -$1.5M | 0.24% | 100 |
|
|
2024
Q2 | $1.87M | Sell |
7,130
-300
| -4% | -$78.7K | 1.69% | 13 |
|
|
2024
Q1 | $2.07M | Buy |
7,430
+6,598
| +793% | +$1.84M | 1.88% | 8 |
|
|
2023
Q4 | $217K | Sell |
832
-6,677
| -89% | -$1.74M | 0.31% | 88 |
|
|
2023
Q3 | $1.73M | Hold |
7,509
| – | – | 1.97% | 8 |
|
|
2023
Q2 | $1.78M | Hold |
7,509
| – | – | 1.93% | 8 |
|
|
2023
Q1 | $1.69M | Buy |
7,509
+157
| +2% | +$35.4K | 1.95% | 9 |
|
|
2022
Q4 | $1.53M | Hold |
7,352
| – | – | 1.81% | 13 |
|
|
2022
Q3 | $1.31M | Hold |
7,352
| – | – | 1.65% | 13 |
|
|
2022
Q2 | $1.45M | Hold |
7,352
| – | – | 1.64% | 14 |
|
|
2022
Q1 | $1.62M | Hold |
7,352
| – | – | 1.62% | 14 |
|
|
2021
Q4 | $1.59M | Buy |
+7,352
| New | +$1.59M | 1.45% | 18 |
|