TW
TritonPoint Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Sell |
61,561
-2,459
| -4% | -$873K | 2.02% | 9 |
|
|
2025
Q1 | $22.4M | Sell |
64,020
-558
| -0.9% | -$196K | 2.14% | 7 |
|
|
2024
Q4 | $20.4M | Sell |
64,578
-1,306
| -2% | -$413K | 1.85% | 9 |
|
|
2024
Q3 | $18.1M | Buy |
65,884
+3,984
| +6% | +$1.1M | 1.66% | 11 |
|
|
2024
Q2 | $16.2M | Buy |
61,900
+25
| +0% | +$6.56K | 1.56% | 12 |
|
|
2024
Q1 | $15.2M | Sell |
61,875
-648
| -1% | -$160K | 1.59% | 11 |
|
|
2023
Q4 | $16.3M | Buy |
+62,523
| New | +$16.3M | 1.59% | 11 |
|