TMD Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $823K | Buy |
3,137
+3
| +0.1% | +$787 | 0.18% | 29 |
|
|
2024
Q1 | $875K | Hold |
3,134
| – | – | 0.2% | 30 |
|
|
2023
Q4 | $816K | Hold |
3,134
| – | – | 0.21% | 31 |
|
|
2023
Q3 | $721K | Hold |
3,134
| – | – | 0.21% | 29 |
|
|
2023
Q2 | $744K | Buy |
3,134
+669
| +27% | +$159K | 0.19% | 24 |
|
|
2023
Q1 | $556K | Sell |
2,465
-30
| -1% | -$6.76K | 0.16% | 28 |
|
|
2022
Q4 | $518K | Buy |
2,495
+34
| +1% | +$7.06K | 0.23% | 28 |
|
|
2022
Q3 | $437K | Buy |
2,461
+30
| +1% | +$5.33K | 0.2% | 23 |
|
|
2022
Q2 | $479K | Hold |
2,431
| – | – | 0.2% | 24 |
|
|
2022
Q1 | $539K | Hold |
2,431
| – | – | 0.21% | 25 |
|
|
2021
Q4 | $527K | Hold |
2,431
| – | – | 0.2% | 26 |
|
|
2021
Q3 | $542K | Hold |
2,431
| – | – | 0.23% | 22 |
|
|
2021
Q2 | $568K | Hold |
2,431
| – | – | 0.25% | 21 |
|
|
2021
Q1 | $515K | Hold |
2,431
| – | – | 0.24% | 22 |
|
|
2020
Q4 | $532K | Buy |
+2,431
| New | +$532K | 0.3% | 18 |
|