Total Clarity 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 | $656K | Buy |
1,846
+178
| +11% | +$63.2K | 0.19% | 129 |
|
|
2025
Q1 | $527K | Hold |
1,668
| – | – | 0.17% | 144 |
|
|
2024
Q4 | $527K | Buy |
1,668
+100
| +6% | +$31.6K | 0.17% | 145 |
|
|
2024
Q3 | $431K | Sell |
1,568
-139
| -8% | -$38.2K | 0.14% | 154 |
|
|
2024
Q2 | $448K | Sell |
1,707
-42
| -2% | -$11K | 0.16% | 146 |
|
|
2024
Q1 | $488K | Buy |
1,749
+25
| +1% | +$6.98K | 0.17% | 149 |
|
|
2023
Q4 | $449K | Sell |
1,724
-62
| -3% | -$16.1K | 0.18% | 138 |
|
|
2023
Q3 | $411K | Sell |
1,786
-87
| -5% | -$20K | 0.2% | 128 |
|
|
2023
Q2 | $445K | Buy |
1,873
+434
| +30% | +$103K | 0.22% | 116 |
|
|
2023
Q1 | $324K | Sell |
1,439
-1,638
| -53% | -$369K | 0.18% | 121 |
|
|
2022
Q4 | $639K | Buy |
3,077
+338
| +12% | +$70.2K | 0.33% | 81 |
|
|
2022
Q3 | $487K | Buy |
2,739
+52
| +2% | +$9.25K | 0.3% | 87 |
|
|
2022
Q2 | $529K | Buy |
2,687
+236
| +10% | +$46.5K | 0.27% | 87 |
|
|
2022
Q1 | $544K | Buy |
2,451
+9
| +0.4% | +$2K | 0.3% | 92 |
|
|
2021
Q4 | $529K | Sell |
2,442
-85
| -3% | -$18.4K | 0.24% | 97 |
|
|
2021
Q3 | $563K | Buy |
2,527
+218
| +9% | +$48.6K | 0.27% | 93 |
|
|
2021
Q2 | $540K | Sell |
2,309
-49
| -2% | -$11.5K | 0.3% | 98 |
|
|
2021
Q1 | $499K | Buy |
2,358
+235
| +11% | +$49.7K | 0.29% | 87 |
|
|
2020
Q4 | $465K | Buy |
2,123
+43
| +2% | +$9.42K | 0.32% | 86 |
|
|
2020
Q3 | $416K | Buy |
2,080
+19
| +0.9% | +$3.8K | 0.36% | 80 |
|
|
2020
Q2 | $398K | Buy |
2,061
+207
| +11% | +$40K | 0.37% | 76 |
|
|
2020
Q1 | $299K | Sell |
1,854
-181
| -9% | -$29.2K | 0.46% | 72 |
|
|
2019
Q4 | $382K | Buy |
+2,035
| New | +$382K | 0.29% | 77 |
|