Silverlake 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 | $413K | Buy |
1,162
+345
| +42% | +$123K | 0.12% | 192 |
|
|
2025
Q1 | $286K | Buy |
817
+75
| +10% | +$26.3K | 0.11% | 198 |
|
|
2024
Q4 | $235K | Hold |
742
| – | – | 0.09% | 229 |
|
|
2024
Q3 | $204K | Sell |
742
-95
| -11% | -$26.1K | 0.08% | 257 |
|
|
2024
Q2 | $220K | Buy |
837
+24
| +3% | +$6.3K | 0.09% | 244 |
|
|
2024
Q1 | $227K | Sell |
813
-1,486
| -65% | -$415K | 0.12% | 209 |
|
|
2023
Q4 | $599K | Buy |
2,299
+138
| +6% | +$35.9K | 0.33% | 79 |
|
|
2023
Q3 | $497K | Sell |
2,161
-56
| -3% | -$12.9K | 0.28% | 94 |
|
|
2023
Q2 | $527K | Hold |
2,217
| – | – | 0.29% | 82 |
|
|
2023
Q1 | $500K | Buy |
2,217
+9
| +0.4% | +$2.03K | 0.3% | 80 |
|
|
2022
Q4 | $459K | Buy |
2,208
+506
| +30% | +$105K | 0.29% | 84 |
|
|
2022
Q3 | $302K | Buy |
1,702
+52
| +3% | +$9.24K | 0.2% | 128 |
|
|
2022
Q2 | $325K | Sell |
1,650
-35
| -2% | -$6.89K | 0.21% | 127 |
|
|
2022
Q1 | $374K | Sell |
1,685
-293
| -15% | -$65K | 0.21% | 130 |
|
|
2021
Q4 | $429K | Buy |
+1,978
| New | +$429K | 0.23% | 112 |
|