Valley Wealth Managers’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
4,566
-797
| -15% | -$283K | 0.12% | 118 |
|
|
2025
Q1 | $1.88M | Buy |
5,363
+346
| +7% | +$121K | 0.14% | 112 |
|
|
2024
Q4 | $1.59M | Buy |
5,017
+564
| +13% | +$178K | 0.12% | 116 |
|
|
2024
Q3 | $1.22M | Buy |
4,453
+1,793
| +67% | +$493K | 0.09% | 125 |
|
|
2024
Q2 | $698K | Buy |
2,660
+712
| +37% | +$187K | 0.06% | 143 |
|
|
2024
Q1 | $544K | Buy |
1,948
+553
| +40% | +$154K | 0.04% | 143 |
|
|
2023
Q4 | $363K | Buy |
1,395
+160
| +13% | +$41.7K | 0.03% | 153 |
|
|
2023
Q3 | $284K | Buy |
1,235
+54
| +5% | +$12.4K | 0.02% | 162 |
|
|
2023
Q2 | $280K | Sell |
1,181
-1,376
| -54% | -$327K | 0.03% | 139 |
|
|
2023
Q1 | $577K | Buy |
2,557
+1,303
| +104% | +$294K | 0.05% | 121 |
|
|
2022
Q4 | $261K | Buy |
1,254
+22
| +2% | +$4.57K | 0.02% | 144 |
|
|
2022
Q3 | $219K | Buy |
1,232
+109
| +10% | +$19.4K | 0.02% | 159 |
|
|
2022
Q2 | $221K | Sell |
1,123
-275
| -20% | -$54.1K | 0.02% | 175 |
|
|
2022
Q1 | $310K | Buy |
1,398
+61
| +5% | +$13.5K | 0.03% | 156 |
|
|
2021
Q4 | $290K | Buy |
1,337
+192
| +17% | +$41.6K | 0.02% | 170 |
|
|
2021
Q3 | $255K | Buy |
+1,145
| New | +$255K | 0.02% | 168 |
|