True Wealth Design’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.2K | Buy |
153
+35
| +30% | +$12.4K | 0.02% | 195 |
|
|
2025
Q1 | $41.3K | Buy |
118
+71
| +151% | +$24.8K | 0.02% | 225 |
|
|
2024
Q4 | $14.8K | Sell |
47
-295
| -86% | -$92.6K | 0.01% | 360 |
|
|
2024
Q3 | $94K | Buy |
342
+318
| +1,325% | +$87.4K | 0.04% | 66 |
|
|
2024
Q2 | $6.3K | Hold |
24
| – | – | ﹤0.01% | 262 |
|
|
2024
Q1 | $6.7K | Hold |
24
| – | – | ﹤0.01% | 263 |
|
|
2023
Q4 | $6.25K | Buy |
+24
| New | +$6.25K | ﹤0.01% | 253 |
|
|
2023
Q2 | – | Sell |
-63
| Closed | -$14.2K | – | 867 |
|
|
2023
Q1 | $14.2K | Buy |
63
+42
| +200% | +$9.47K | 0.01% | 221 |
|
|
2022
Q4 | $4.36K | Buy |
+21
| New | +$4.36K | ﹤0.01% | 257 |
|