Spartan Planning & 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 | $1.19M | Buy |
3,360
+245
| +8% | +$87K | 1.02% | 20 |
|
|
2025
Q1 | $1.09M | Buy |
3,115
+73
| +2% | +$25.6K | 1.06% | 24 |
|
|
2024
Q4 | $961K | Buy |
+3,042
| New | +$961K | 0.88% | 25 |
|
|
2023
Q4 | $685K | Buy |
2,631
+1,259
| +92% | +$328K | 0.73% | 24 |
|
|
2023
Q3 | $316K | Buy |
+1,372
| New | +$316K | 0.37% | 40 |
|
|
2022
Q4 | $560K | Buy |
2,695
+2,694
| +269,400% | +$560K | 0.7% | 22 |
|
|
2022
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 119 |
|
|
2022
Q2 | $0 | Sell |
2
-1,408
| -100% | – | ﹤0.01% | 155 |
|
|
2022
Q1 | $313K | Buy |
+1,410
| New | +$313K | 0.39% | 35 |
|