StrongBox 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 | $7.35M | Buy |
20,692
+596
| +3% | +$212K | 2.79% | 11 |
|
|
2025
Q1 | $7.04M | Sell |
20,096
-545
| -3% | -$191K | 2.94% | 9 |
|
|
2024
Q4 | $6.52M | Sell |
20,641
-909
| -4% | -$287K | 2.76% | 13 |
|
|
2024
Q3 | $5.93M | Buy |
21,550
+481
| +2% | +$132K | 2.54% | 13 |
|
|
2024
Q2 | $5.53M | Buy |
21,069
+1,891
| +10% | +$496K | 2.61% | 13 |
|
|
2024
Q1 | $5.35M | Buy |
19,178
+869
| +5% | +$243K | 2.82% | 11 |
|
|
2023
Q4 | $4.77M | Buy |
18,309
+749
| +4% | +$195K | 2.78% | 9 |
|
|
2023
Q3 | $4.04M | Buy |
17,560
+233
| +1% | +$53.6K | 2.57% | 11 |
|
|
2023
Q2 | $4.11M | Buy |
17,327
+423
| +3% | +$100K | 2.6% | 8 |
|
|
2023
Q1 | $3.81M | Sell |
16,904
-106
| -0.6% | -$23.9K | 2.56% | 9 |
|
|
2022
Q4 | $3.53M | Sell |
17,010
-1,020
| -6% | -$212K | 2.5% | 10 |
|
|
2022
Q3 | $3.2M | Sell |
18,030
-1,543
| -8% | -$274K | 2.32% | 13 |
|
|
2022
Q2 | $3.85M | Buy |
19,573
+324
| +2% | +$63.8K | 2.49% | 12 |
|
|
2022
Q1 | $4.27M | Buy |
19,249
+118
| +0.6% | +$26.2K | 2.43% | 10 |
|
|
2021
Q4 | $4.15M | Buy |
19,131
+944
| +5% | +$205K | 2.07% | 14 |
|
|
2021
Q3 | $4.05M | Buy |
18,187
+246
| +1% | +$54.8K | 2.27% | 12 |
|
|
2021
Q2 | $4.2M | Buy |
17,941
+370
| +2% | +$86.5K | 2.4% | 12 |
|
|
2021
Q1 | $3.72M | Buy |
17,571
+2,072
| +13% | +$439K | 2.31% | 14 |
|
|
2020
Q4 | $3.39M | Buy |
15,499
+786
| +5% | +$172K | 2.2% | 15 |
|
|
2020
Q3 | $2.94M | Buy |
14,713
+1,032
| +8% | +$206K | 2.15% | 17 |
|
|
2020
Q2 | $2.64M | Buy |
13,681
+1,006
| +8% | +$194K | 2.41% | 14 |
|
|
2020
Q1 | $2.04M | Buy |
+12,675
| New | +$2.04M | 2.32% | 14 |
|