Semus Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
3,375
-74
| -2% | -$26.3K | 0.78% | 31 |
|
|
2025
Q1 | $1.21M | Buy |
3,449
+29
| +0.8% | +$10.2K | 0.84% | 30 |
|
|
2024
Q4 | $1.08M | Sell |
3,420
-97
| -3% | -$30.7K | 0.72% | 31 |
|
|
2024
Q3 | $967K | Sell |
3,517
-319
| -8% | -$87.7K | 0.68% | 30 |
|
|
2024
Q2 | $1.01M | Sell |
3,836
-239
| -6% | -$62.7K | 0.78% | 29 |
|
|
2024
Q1 | $1.14M | Sell |
4,075
-113
| -3% | -$31.5K | 0.96% | 23 |
|
|
2023
Q4 | $1.09M | Buy |
4,188
+105
| +3% | +$27.3K | 0.89% | 23 |
|
|
2023
Q3 | $939K | Buy |
4,083
+48
| +1% | +$11K | 0.87% | 23 |
|
|
2023
Q2 | $958K | Sell |
4,035
-203
| -5% | -$48.2K | 0.88% | 18 |
|
|
2023
Q1 | $955K | Sell |
4,238
-74
| -2% | -$16.7K | 1.03% | 18 |
|
|
2022
Q4 | $896K | Buy |
+4,312
| New | +$896K | 1.09% | 19 |
|