Wallace Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
5,247
-44
| -0.8% | -$15.4K | 1.33% | 12 |
|
|
2025
Q1 | $1.67M | Sell |
5,291
-2
| -0% | -$632 | 1.16% | 13 |
|
|
2024
Q4 | $1.46M | Buy |
5,293
+204
| +4% | +$56.1K | 1.01% | 22 |
|
|
2024
Q3 | $1.34M | Sell |
5,089
-107
| -2% | -$28.1K | 0.98% | 23 |
|
|
2024
Q2 | $1.36M | Buy |
5,196
+677
| +15% | +$178K | 0.98% | 23 |
|
|
2024
Q1 | $1.18M | Sell |
4,519
-11
| -0.2% | -$2.86K | 0.88% | 25 |
|
|
2023
Q4 | $1.04M | Sell |
4,530
-327
| -7% | -$75.2K | 0.82% | 27 |
|
|
2023
Q3 | $1.15M | Buy |
4,857
+195
| +4% | +$46.3K | 0.83% | 28 |
|
|
2023
Q2 | $1.05M | Hold |
4,662
| – | – | 0.8% | 28 |
|
|
2023
Q1 | $1.05M | Buy |
4,662
+94
| +2% | +$21.2K | 0.8% | 28 |
|
|
2022
Q4 | $949K | Buy |
+4,568
| New | +$949K | 0.75% | 29 |
|