Vivid 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
Q1 | – | Sell |
-1,969
| Closed | -$622K | – | 74 |
|
|
2024
Q4 | $622K | Sell |
1,969
-78
| -4% | -$24.7K | 0.32% | 50 |
|
|
2024
Q3 | $563K | Sell |
2,047
-923
| -31% | -$254K | 0.29% | 51 |
|
|
2024
Q2 | $779K | Sell |
2,970
-11,752
| -80% | -$3.08M | 0.44% | 50 |
|
|
2024
Q1 | $4.11M | Sell |
14,722
-145
| -1% | -$40.5K | 2.57% | 12 |
|
|
2023
Q4 | $3.87M | Buy |
+14,867
| New | +$3.87M | 2.63% | 12 |
|