SteelPeak Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Sell |
20,111
-4,389
| -18% | -$1.56M | 0.28% | 81 |
|
|
2025
Q1 | $8.59M | Buy |
24,500
+339
| +1% | +$119K | 0.36% | 65 |
|
|
2024
Q4 | $7.64M | Sell |
24,161
-206
| -0.8% | -$65.1K | 0.31% | 69 |
|
|
2024
Q3 | $6.7M | Buy |
24,367
+5,151
| +27% | +$1.42M | 0.29% | 72 |
|
|
2024
Q2 | $5.04M | Buy |
19,216
+4,477
| +30% | +$1.18M | 0.23% | 85 |
|
|
2024
Q1 | $4.11M | Buy |
14,739
+1,626
| +12% | +$454K | 0.21% | 89 |
|
|
2023
Q4 | $3.41M | Sell |
13,113
-372
| -3% | -$96.9K | 0.2% | 97 |
|
|
2023
Q3 | $3.1M | Sell |
13,485
-457
| -3% | -$105K | 0.19% | 106 |
|
|
2023
Q2 | $3.31M | Buy |
13,942
+9,860
| +242% | +$2.34M | 0.2% | 89 |
|
|
2023
Q1 | $920K | Buy |
4,082
+118
| +3% | +$26.6K | 0.06% | 169 |
|
|
2022
Q4 | $824K | Sell |
3,964
-971
| -20% | -$202K | 0.06% | 188 |
|
|
2022
Q3 | $877K | Sell |
4,935
-97
| -2% | -$17.2K | 0.07% | 180 |
|
|
2022
Q2 | $991K | Sell |
5,032
-1,533
| -23% | -$302K | 0.07% | 171 |
|
|
2022
Q1 | $1.46M | Sell |
6,565
-15,683
| -70% | -$3.48M | 0.08% | 138 |
|
|
2021
Q4 | $4.82M | Buy |
22,248
+10,760
| +94% | +$2.33M | 0.27% | 77 |
|
|
2021
Q3 | $2.56M | Buy |
11,488
+3,675
| +47% | +$819K | 0.17% | 96 |
|
|
2021
Q2 | $1.83M | Sell |
7,813
-1,196
| -13% | -$280K | 0.13% | 116 |
|
|
2021
Q1 | $1.91M | Buy |
9,009
+672
| +8% | +$142K | 0.15% | 101 |
|
|
2020
Q4 | $1.82M | Buy |
8,337
+867
| +12% | +$190K | 0.17% | 105 |
|
|
2020
Q3 | $1.49M | Buy |
7,470
+556
| +8% | +$111K | 0.16% | 101 |
|
|
2020
Q2 | $1.34M | Sell |
6,914
-15,014
| -68% | -$2.9M | 0.17% | 97 |
|
|
2020
Q1 | $3.53M | Buy |
21,928
+10,926
| +99% | +$1.76M | 0.56% | 53 |
|
|
2019
Q4 | $2.07M | Buy |
+11,002
| New | +$2.07M | 0.28% | 77 |
|