Triad Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,069
+1,756
| +76% | +$623K | 0.29% | 63 |
|
|
2025
Q1 | $810K | Buy |
2,313
+194
| +9% | +$68K | 0.25% | 68 |
|
|
2024
Q4 | $670K | Buy |
+2,119
| New | +$670K | 0.24% | 69 |
|
|
2024
Q3 | – | Sell |
-1,201
| Closed | -$315K | – | 881 |
|
|
2024
Q2 | $315K | Buy |
1,201
+205
| +21% | +$53.8K | 0.17% | 62 |
|
|
2024
Q1 | $278K | Buy |
+996
| New | +$278K | 0.21% | 46 |
|