TriaGen 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 | $2.21M | Sell |
6,218
-308
| -5% | -$109K | 0.67% | 48 |
|
|
2025
Q1 | $2.29M | Sell |
6,526
-75
| -1% | -$26.3K | 0.81% | 30 |
|
|
2024
Q4 | $2.09M | Sell |
6,601
-4
| -0.1% | -$1.26K | 0.7% | 36 |
|
|
2024
Q3 | $1.82M | Buy |
6,605
+39
| +0.6% | +$10.7K | 0.61% | 46 |
|
|
2024
Q2 | $1.72M | Sell |
6,566
-12
| -0.2% | -$3.15K | 0.67% | 46 |
|
|
2024
Q1 | $1.84M | Sell |
6,578
-9
| -0.1% | -$2.51K | 0.76% | 43 |
|
|
2023
Q4 | $1.71M | Sell |
6,587
-6,703
| -50% | -$1.75M | 0.82% | 43 |
|
|
2023
Q3 | $3.06M | Sell |
13,290
-106
| -0.8% | -$24.4K | 1.56% | 12 |
|
|
2023
Q2 | $3.18M | Buy |
+13,396
| New | +$3.18M | 1.46% | 13 |
|