USWIA
UP Strategic Wealth Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Sell |
2,815
-98
| -3% | -$34.8K | 0.78% | 23 |
|
|
2025
Q1 | $1.02M | Buy |
2,913
+353
| +14% | +$124K | 0.91% | 19 |
|
|
2024
Q4 | $809K | Buy |
2,560
+445
| +21% | +$141K | 0.81% | 25 |
|
|
2024
Q3 | $582K | Buy |
2,115
+325
| +18% | +$89.4K | 0.65% | 28 |
|
|
2024
Q2 | $470K | Buy |
1,790
+89
| +5% | +$23.4K | 0.71% | 32 |
|
|
2024
Q1 | $475K | Sell |
1,701
-23
| -1% | -$6.42K | 0.78% | 31 |
|
|
2023
Q4 | $449K | Buy |
+1,724
| New | +$449K | 0.82% | 29 |
|