TrueWealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
728
-22
| -3% | -$7.82K | 0.08% | 192 |
|
|
2025
Q1 | $263K | Sell |
750
-49
| -6% | -$17.2K | 0.09% | 180 |
|
|
2024
Q4 | $253K | Sell |
799
-3
| -0.4% | -$948 | 0.08% | 189 |
|
|
2024
Q3 | $220K | Sell |
802
-368
| -31% | -$101K | 0.07% | 210 |
|
|
2024
Q2 | $307K | Sell |
1,170
-1,365
| -54% | -$358K | 0.11% | 153 |
|
|
2024
Q1 | $708K | Buy |
2,535
+299
| +13% | +$83.5K | 0.27% | 69 |
|
|
2023
Q4 | $582K | Buy |
2,236
+484
| +28% | +$126K | 0.23% | 78 |
|
|
2023
Q3 | $403K | Buy |
+1,752
| New | +$403K | 0.17% | 98 |
|