Trajan 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 | $28.3M | Buy |
79,681
+5,440
| +7% | +$1.93M | 1.38% | 19 |
|
|
2025
Q1 | $26M | Buy |
74,241
+2,578
| +4% | +$903K | 1.42% | 18 |
|
|
2024
Q4 | $22.6M | Buy |
71,663
+3,851
| +6% | +$1.22M | 1.25% | 18 |
|
|
2024
Q3 | $18.6M | Buy |
67,812
+2,850
| +4% | +$784K | 1.1% | 24 |
|
|
2024
Q2 | $17.1M | Buy |
64,962
+3,770
| +6% | +$990K | 1.09% | 24 |
|
|
2024
Q1 | $17.1M | Buy |
+61,192
| New | +$17.1M | 1.16% | 23 |
|