Sensible Money’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
834
| – | – | 0.11% | 63 |
|
|
2025
Q1 | $292K | Buy |
834
+76
| +10% | +$26.6K | 0.13% | 61 |
|
|
2024
Q4 | $240K | Hold |
758
| – | – | 0.11% | 71 |
|
|
2024
Q3 | $208K | Buy |
+758
| New | +$208K | 0.09% | 82 |
|
|
2024
Q2 | – | Sell |
-753
| Closed | -$210K | – | 86 |
|
|
2024
Q1 | $210K | Buy |
+753
| New | +$210K | 0.11% | 75 |
|