Warren Street Wealth 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 | $984K | Buy |
2,771
+251
| +10% | +$89.1K | 0.32% | 39 |
|
|
2025
Q1 | $883K | Buy |
2,520
+122
| +5% | +$42.7K | 0.34% | 38 |
|
|
2024
Q4 | $758K | Buy |
2,398
+200
| +9% | +$63.2K | 0.31% | 42 |
|
|
2024
Q3 | $604K | Sell |
2,198
-44
| -2% | -$12.1K | 0.25% | 46 |
|
|
2024
Q2 | $588K | Buy |
2,242
+148
| +7% | +$38.8K | 0.29% | 44 |
|
|
2024
Q1 | $584K | Buy |
2,094
+110
| +6% | +$30.7K | 0.29% | 46 |
|
|
2023
Q4 | $517K | Buy |
1,984
+309
| +18% | +$80.4K | 0.29% | 47 |
|
|
2023
Q3 | $385K | Buy |
1,675
+148
| +10% | +$34K | 0.25% | 53 |
|
|
2023
Q2 | $363K | Buy |
1,527
+145
| +10% | +$34.4K | 0.24% | 53 |
|
|
2023
Q1 | $312K | Buy |
1,382
+342
| +33% | +$77.1K | 0.22% | 52 |
|
|
2022
Q4 | $216K | Buy |
+1,040
| New | +$216K | 0.17% | 60 |
|
|
2022
Q3 | – | Sell |
-1,022
| Closed | -$201K | – | 57 |
|
|
2022
Q2 | $201K | Buy |
+1,022
| New | +$201K | 0.19% | 53 |
|