Trueblood 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 | $1.68M | Buy |
4,724
+767
| +19% | +$272K | 0.7% | 35 |
|
|
2025
Q1 | $1.39M | Buy |
3,957
+1,343
| +51% | +$471K | 0.64% | 43 |
|
|
2024
Q4 | $826K | Sell |
2,614
-14
| -0.5% | -$4.43K | 0.41% | 81 |
|
|
2024
Q3 | $723K | Buy |
2,628
+5
| +0.2% | +$1.38K | 0.36% | 89 |
|
|
2024
Q2 | $688K | Buy |
2,623
+5
| +0.2% | +$1.31K | 0.39% | 82 |
|
|
2024
Q1 | $731K | Buy |
2,618
+375
| +17% | +$105K | 0.42% | 77 |
|
|
2023
Q4 | $584K | Buy |
+2,243
| New | +$584K | 0.37% | 91 |
|