Transatlantique Private 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 | $1.01M | Sell |
2,858
-275
| -9% | -$97.6K | 0.37% | 76 |
|
|
2025
Q1 | $1.1M | Buy |
3,133
+55
| +2% | +$19.3K | 0.44% | 67 |
|
|
2024
Q4 | $973K | Sell |
3,078
-54
| -2% | -$17.1K | 0.37% | 81 |
|
|
2024
Q3 | $861K | Buy |
3,132
+89
| +3% | +$24.5K | 0.33% | 94 |
|
|
2024
Q2 | $778K | Sell |
3,043
-66
| -2% | -$16.9K | 0.32% | 92 |
|
|
2024
Q1 | $868K | Buy |
3,109
+155
| +5% | +$43.3K | 0.38% | 93 |
|
|
2023
Q4 | $769K | Buy |
2,954
+28
| +1% | +$7.29K | 0.36% | 99 |
|
|
2023
Q3 | $673K | Sell |
2,926
-14
| -0.5% | -$3.22K | 0.36% | 96 |
|
|
2023
Q2 | $698K | Sell |
2,940
-124
| -4% | -$29.4K | 0.36% | 91 |
|
|
2023
Q1 | $691K | Buy |
3,064
+360
| +13% | +$81.2K | 0.38% | 89 |
|
|
2022
Q4 | $562K | Sell |
2,704
-100
| -4% | -$20.8K | 0.34% | 91 |
|
|
2022
Q3 | $499K | Buy |
2,804
+111
| +4% | +$19.8K | 0.33% | 99 |
|
|
2022
Q2 | $530K | Buy |
+2,693
| New | +$530K | 0.37% | 103 |
|