Shelton 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 | $1.44M | Sell |
4,047
-117
| -3% | -$41.5K | 0.69% | 45 |
|
|
2025
Q1 | $1.46M | Sell |
4,164
-128
| -3% | -$44.9K | 0.79% | 27 |
|
|
2024
Q4 | $1.36M | Buy |
4,292
+69
| +2% | +$21.8K | 0.7% | 35 |
|
|
2024
Q3 | $1.16M | Buy |
4,223
+447
| +12% | +$123K | 0.63% | 48 |
|
|
2024
Q2 | $991K | Buy |
3,776
+622
| +20% | +$163K | 0.56% | 49 |
|
|
2024
Q1 | $880K | Buy |
3,154
+540
| +21% | +$151K | 0.55% | 39 |
|
|
2023
Q4 | $681K | Buy |
2,614
+1,077
| +70% | +$280K | 0.48% | 43 |
|
|
2023
Q3 | $354K | Sell |
1,537
-37
| -2% | -$8.51K | 0.28% | 40 |
|
|
2023
Q2 | $374K | Sell |
1,574
-42
| -3% | -$9.97K | 0.29% | 39 |
|
|
2023
Q1 | $364K | Sell |
1,616
-151
| -9% | -$34.1K | 0.3% | 42 |
|
|
2022
Q4 | $367K | Sell |
1,767
-214
| -11% | -$44.5K | 0.29% | 44 |
|
|
2022
Q3 | $352K | Hold |
1,981
| – | – | 0.31% | 41 |
|
|
2022
Q2 | $390K | Buy |
1,981
+306
| +18% | +$60.2K | 0.33% | 40 |
|
|
2022
Q1 | $371K | Buy |
1,675
+117
| +8% | +$25.9K | 0.29% | 43 |
|
|
2021
Q4 | $338K | Buy |
+1,558
| New | +$338K | 0.27% | 45 |
|