Tower Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $598K | Sell |
1,977
-231
| -10% | -$74.3K | 0.33% | 33 |
|
|
2025
Q4 | $774K | Buy |
2,208
+178
| +9% | +$60.6K | 0.43% | 28 |
|
|
2025
Q3 | $693K | Buy |
2,030
+12
| +0.6% | +$4.15K | 0.38% | 28 |
|
|
2025
Q2 | $716K | Sell |
2,018
-5
| -0.2% | -$1.74K | 0.42% | 27 |
|
|
2025
Q1 | $709K | Sell |
2,023
-463
| -19% | -$157K | 0.38% | 27 |
|
|
2024
Q4 | $786K | Buy |
2,486
+44
| +2% | +$13.2K | 0.41% | 26 |
|
|
2024
Q3 | $671K | Sell |
2,442
-409
| -14% | -$111K | 0.39% | 26 |
|
|
2024
Q2 | $748K | Buy |
2,851
+351
| +14% | +$96.2K | 0.46% | 25 |
|
|
2024
Q1 | $698K | Buy |
2,500
+143
| +6% | +$39.5K | 0.45% | 25 |
|
|
2023
Q4 | $614K | Sell |
2,357
-111
| -4% | -$27.4K | 0.43% | 27 |
|
|
2023
Q3 | $568K | Buy |
2,468
+246
| +11% | +$59.1K | 0.47% | 26 |
|
|
2023
Q2 | $528K | Sell |
2,222
-20
| -0.9% | -$4.58K | 0.42% | 31 |
|
|
2023
Q1 | $505K | Buy |
2,242
+6
| +0.3% | +$1.33K | 0.42% | 30 |
|
|
2022
Q4 | $465K | Buy |
2,236
+5
| +0.2% | +$1.01K | 0.4% | 30 |
|
|
2022
Q3 | $462K | Buy |
2,231
+30
| +1% | +$6.11K | 0.44% | 32 |
|
|
2022
Q2 | $433K | Buy |
2,201
+445
| +25% | +$92K | 0.58% | 28 |
|
|
2022
Q1 | $389K | Buy |
1,756
+65
| +4% | +$14.1K | 0.42% | 32 |
|
|
2021
Q4 | $366K | Sell |
1,691
-75
| -4% | -$16.1K | 0.37% | 32 |
|
|
2021
Q3 | $393K | Sell |
1,766
-430
| -20% | -$101K | 0.41% | 30 |
|
|
2021
Q2 | $513K | Sell |
2,196
-4
| -0.2% | -$914 | 0.56% | 25 |
|
|
2021
Q1 | $466K | Buy |
2,200
+170
| +8% | +$35.8K | 0.6% | 27 |
|
|
2020
Q4 | $444K | Buy |
+2,030
| New | +$415K | 0.51% | 23 |
|
Other funds holding V
VCM
VPM
