Shelton Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Buy |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $991K | Buy |
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|
2024
Q1 | $880K | Buy |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $338K | Buy |
|