Tanager 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 | $334K | Sell |
942
-184
| -16% | -$65.3K | 0.04% | 95 |
|
|
2025
Q1 | $395K | Buy |
1,126
+390
| +53% | +$137K | 0.05% | 79 |
|
|
2024
Q4 | $233K | Sell |
736
-53
| -7% | -$16.7K | 0.03% | 109 |
|
|
2024
Q3 | $217K | Buy |
+789
| New | +$217K | 0.03% | 100 |
|
|
2024
Q1 | – | Sell |
-779
| Closed | -$203K | – | 91 |
|
|
2023
Q4 | $203K | Buy |
+779
| New | +$203K | 0.04% | 79 |
|
|
2023
Q1 | – | Sell |
-1,350
| Closed | -$280K | – | 88 |
|
|
2022
Q4 | $280K | Buy |
+1,350
| New | +$280K | 0.08% | 60 |
|