Tempus Wealth 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 | $1.49M | Buy |
4,204
+300
| +8% | +$107K | 0.37% | 73 |
|
|
2025
Q1 | $1.37M | Buy |
3,904
+100
| +3% | +$35K | 0.41% | 72 |
|
|
2024
Q4 | $1.2M | Buy |
3,804
+266
| +8% | +$84.1K | 0.37% | 80 |
|
|
2024
Q3 | $973K | Buy |
3,538
+681
| +24% | +$187K | 0.36% | 79 |
|
|
2024
Q2 | $750K | Buy |
2,857
+294
| +11% | +$77.2K | 0.31% | 89 |
|
|
2024
Q1 | $715K | Buy |
2,563
+442
| +21% | +$123K | 0.31% | 91 |
|
|
2023
Q4 | $552K | Sell |
2,121
-9
| -0.4% | -$2.34K | 0.24% | 97 |
|
|
2023
Q3 | $490K | Buy |
2,130
+930
| +78% | +$214K | 0.25% | 88 |
|
|
2023
Q2 | $285K | Buy |
1,200
+230
| +24% | +$54.6K | 0.13% | 142 |
|
|
2023
Q1 | $219K | Sell |
970
-506
| -34% | -$114K | 0.11% | 161 |
|
|
2022
Q4 | $307K | Sell |
1,476
-931
| -39% | -$193K | 0.19% | 126 |
|
|
2022
Q3 | $428K | Buy |
+2,407
| New | +$428K | 0.29% | 99 |
|
|
2022
Q2 | – | Sell |
-1,848
| Closed | -$410K | – | 143 |
|
|
2022
Q1 | $410K | Sell |
1,848
-317
| -15% | -$70.3K | 0.29% | 88 |
|
|
2021
Q4 | $469K | Hold |
2,165
| – | – | 0.25% | 98 |
|
|
2021
Q3 | $482K | Buy |
2,165
+340
| +19% | +$75.7K | 0.27% | 94 |
|
|
2021
Q2 | $427K | Hold |
1,825
| – | – | 0.28% | 100 |
|
|
2021
Q1 | $386K | Buy |
1,825
+25
| +1% | +$5.29K | 0.41% | 65 |
|
|
2020
Q4 | $394K | Hold |
1,800
| – | – | 0.51% | 42 |
|
|
2020
Q3 | $360K | Hold |
1,800
| – | – | 0.52% | 42 |
|
|
2020
Q2 | $348K | Hold |
1,800
| – | – | 0.52% | 43 |
|
|
2020
Q1 | $290K | Hold |
1,800
| – | – | 0.48% | 47 |
|
|
2019
Q4 | $338K | Buy |
+1,800
| New | +$338K | 0.3% | 55 |
|