Tradition 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 | $1.83M | Buy |
5,158
+185
| +4% | +$65.7K | 0.15% | 133 |
|
2025
Q1 | $1.74M | Buy |
4,973
+159
| +3% | +$55.7K | 0.15% | 125 |
|
2024
Q4 | $1.52M | Sell |
4,814
-1
| -0% | -$316 | 0.13% | 136 |
|
2024
Q3 | $1.32M | Sell |
4,815
-89
| -2% | -$24.5K | 0.12% | 148 |
|
2024
Q2 | $1.29M | Buy |
4,904
+213
| +5% | +$55.9K | 0.12% | 136 |
|
2024
Q1 | $1.31M | Buy |
4,691
+482
| +11% | +$135K | 0.13% | 130 |
|
2023
Q4 | $1.1M | Sell |
4,209
-20
| -0.5% | -$5.21K | 0.11% | 125 |
|
2023
Q3 | $973K | Buy |
4,229
+141
| +3% | +$32.4K | 0.12% | 123 |
|
2023
Q2 | $971K | Buy |
4,088
+39
| +1% | +$9.26K | 0.11% | 123 |
|
2023
Q1 | $913K | Buy |
4,049
+718
| +22% | +$162K | 0.11% | 119 |
|
2022
Q4 | $692K | Sell |
3,331
-39
| -1% | -$8.1K | 0.1% | 133 |
|
2022
Q3 | $599K | Buy |
3,370
+195
| +6% | +$34.7K | 0.09% | 139 |
|
2022
Q2 | $625K | Buy |
3,175
+39
| +1% | +$7.68K | 0.09% | 141 |
|
2022
Q1 | $695K | Buy |
3,136
+38
| +1% | +$8.42K | 0.09% | 155 |
|
2021
Q4 | $671K | Sell |
3,098
-125
| -4% | -$27.1K | 0.08% | 156 |
|
2021
Q3 | $718K | Buy |
3,223
+93
| +3% | +$20.7K | 0.1% | 136 |
|
2021
Q2 | $732K | Sell |
3,130
-101
| -3% | -$23.6K | 0.11% | 141 |
|
2021
Q1 | $684K | Sell |
3,231
-123
| -4% | -$26K | 0.12% | 134 |
|
2020
Q4 | $734K | Buy |
+3,354
| New | +$734K | 0.14% | 115 |
|