Towerpoint Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
1,776
+961
| +118% | +$341K | 0.28% | 49 |
|
|
2025
Q1 | $286K | Sell |
815
-104
| -11% | -$36.4K | 0.14% | 67 |
|
|
2024
Q4 | $290K | Sell |
919
-84
| -8% | -$26.5K | 0.14% | 66 |
|
|
2024
Q3 | $276K | Sell |
1,003
-16
| -2% | -$4.4K | 0.13% | 72 |
|
|
2024
Q2 | $267K | Sell |
1,019
-116
| -10% | -$30.4K | 0.13% | 66 |
|
|
2024
Q1 | $317K | Buy |
1,135
+304
| +37% | +$84.8K | 0.16% | 62 |
|
|
2023
Q4 | $216K | Buy |
+831
| New | +$216K | 0.12% | 72 |
|
|
2023
Q3 | – | Sell |
-1,024
| Closed | -$243K | – | 83 |
|
|
2023
Q2 | $243K | Buy |
1,024
+50
| +5% | +$11.9K | 0.14% | 72 |
|
|
2023
Q1 | $220K | Buy |
+974
| New | +$220K | 0.13% | 74 |
|
|
2020
Q4 | – | Sell |
-1,025
| Closed | -$205K | – | 76 |
|
|
2020
Q3 | $205K | Buy |
+1,025
| New | +$205K | 0.11% | 61 |
|