Summit Wealth & Retirement Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
1,116
| – | – | 0.11% | 65 |
|
|
2025
Q1 | $391K | Buy |
1,116
+198
| +22% | +$69.4K | 0.12% | 52 |
|
|
2024
Q4 | $290K | Hold |
918
| – | – | 0.09% | 59 |
|
|
2024
Q3 | $252K | Buy |
918
+6
| +0.7% | +$1.65K | 0.08% | 58 |
|
|
2024
Q2 | $239K | Sell |
912
-16
| -2% | -$4.2K | 0.08% | 57 |
|
|
2024
Q1 | $259K | Sell |
928
-295
| -24% | -$82.3K | 0.09% | 54 |
|
|
2023
Q4 | $318K | Sell |
1,223
-39
| -3% | -$10.2K | 0.13% | 47 |
|
|
2023
Q3 | $290K | Sell |
1,262
-42
| -3% | -$9.66K | 0.12% | 50 |
|
|
2023
Q2 | $310K | Sell |
1,304
-1,599
| -55% | -$380K | 0.12% | 50 |
|
|
2023
Q1 | $655K | Sell |
2,903
-1,012
| -26% | -$228K | 0.24% | 44 |
|
|
2022
Q4 | $813K | Buy |
3,915
+15
| +0.4% | +$3.12K | 0.33% | 36 |
|
|
2022
Q3 | $693K | Hold |
3,900
| – | – | 0.28% | 46 |
|
|
2022
Q2 | $768K | Sell |
3,900
-45
| -1% | -$8.86K | 0.29% | 45 |
|
|
2022
Q1 | $875K | Sell |
3,945
-196
| -5% | -$43.5K | 0.31% | 47 |
|
|
2021
Q4 | $897K | Sell |
4,141
-294
| -7% | -$63.7K | 0.31% | 45 |
|
|
2021
Q3 | $988K | Sell |
4,435
-186
| -4% | -$41.4K | 0.36% | 42 |
|
|
2021
Q2 | $1.08M | Sell |
4,621
-369
| -7% | -$86.2K | 0.4% | 42 |
|
|
2021
Q1 | $1.06M | Sell |
4,990
-540
| -10% | -$114K | 0.39% | 42 |
|
|
2020
Q4 | $1.21M | Sell |
5,530
-1
| -0% | -$219 | 0.46% | 39 |
|
|
2020
Q3 | $1.11M | Sell |
5,531
-230
| -4% | -$46K | 0.47% | 38 |
|
|
2020
Q2 | $1.11M | Buy |
5,761
+4,339
| +305% | +$838K | 0.52% | 42 |
|
|
2020
Q1 | $229K | Buy |
+1,422
| New | +$229K | 0.12% | 102 |
|