Stone Summit 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 | $2.7M | Buy |
7,615
+180
| +2% | +$63.9K | 0.84% | 43 |
|
|
2025
Q1 | $2.61M | Buy |
7,435
+379
| +5% | +$133K | 0.88% | 38 |
|
|
2024
Q4 | $2.23M | Sell |
7,056
-95
| -1% | -$30K | 0.75% | 46 |
|
|
2024
Q3 | $1.97M | Sell |
7,151
-45
| -0.6% | -$12.4K | 0.63% | 53 |
|
|
2024
Q2 | $1.89M | Buy |
7,196
+66
| +0.9% | +$17.3K | 0.68% | 51 |
|
|
2024
Q1 | $1.99M | Buy |
7,130
+65
| +0.9% | +$18.1K | 0.69% | 49 |
|
|
2023
Q4 | $1.84M | Sell |
7,065
-326
| -4% | -$84.9K | 0.71% | 47 |
|
|
2023
Q3 | $1.7M | Buy |
7,391
+70
| +1% | +$16.1K | 0.73% | 49 |
|
|
2023
Q2 | $1.74M | Sell |
7,321
-169
| -2% | -$40.1K | 0.72% | 47 |
|
|
2023
Q1 | $1.69M | Sell |
7,490
-60
| -0.8% | -$13.5K | 0.75% | 47 |
|
|
2022
Q4 | $1.57M | Buy |
7,550
+370
| +5% | +$76.9K | 0.77% | 46 |
|
|
2022
Q3 | $1.28M | Buy |
7,180
+315
| +5% | +$56K | 0.78% | 46 |
|
|
2022
Q2 | $1.35M | Buy |
6,865
+480
| +8% | +$94.5K | 0.81% | 44 |
|
|
2022
Q1 | $1.45M | Buy |
6,385
+1,935
| +43% | +$440K | 0.81% | 42 |
|
|
2021
Q4 | $969K | Buy |
+4,450
| New | +$969K | 0.79% | 48 |
|