Warther Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
2,724
-141
| -5% | -$50.1K | 0.25% | 23 |
|
|
2025
Q1 | $1M | Sell |
2,865
-70
| -2% | -$24.5K | 0.33% | 23 |
|
|
2024
Q4 | $928K | Buy |
2,935
+30
| +1% | +$9.48K | 0.31% | 29 |
|
|
2024
Q3 | $799K | Sell |
2,905
-200
| -6% | -$55K | 0.28% | 33 |
|
|
2024
Q2 | $815K | Buy |
3,105
+1,860
| +149% | +$488K | 0.32% | 33 |
|
|
2024
Q1 | $347K | Buy |
1,245
+437
| +54% | +$122K | 0.16% | 43 |
|
|
2023
Q4 | $210K | Sell |
808
-1,458
| -64% | -$380K | 0.12% | 43 |
|
|
2023
Q3 | $521K | Sell |
2,266
-1,194
| -35% | -$275K | 0.35% | 43 |
|
|
2023
Q2 | $822K | Sell |
3,460
-76
| -2% | -$18K | 0.56% | 38 |
|
|
2023
Q1 | $797K | Sell |
3,536
-363
| -9% | -$81.8K | 0.61% | 38 |
|
|
2022
Q4 | $810K | Sell |
3,899
-402
| -9% | -$83.5K | 0.61% | 43 |
|
|
2022
Q3 | $764K | Sell |
4,301
-46
| -1% | -$8.17K | 0.6% | 42 |
|
|
2022
Q2 | $866K | Sell |
4,347
-468
| -10% | -$93.2K | 0.63% | 51 |
|
|
2022
Q1 | $1.09M | Buy |
4,815
+59
| +1% | +$13.4K | 0.71% | 42 |
|
|
2021
Q4 | $1.05M | Buy |
4,756
+113
| +2% | +$25K | 0.78% | 33 |
|
|
2021
Q3 | $1.07M | Buy |
4,643
+36
| +0.8% | +$8.3K | 0.95% | 29 |
|
|
2021
Q2 | $1.08M | Buy |
+4,607
| New | +$1.08M | 1.05% | 29 |
|