Waterfront Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.2M | Buy |
|
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|
2024
Q3 | $1.07M | Buy |
|
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|
2024
Q2 | $922K | Sell |
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|
2024
Q1 | $978K | Hold |
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|
2023
Q4 | $927K | Hold |
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|
2023
Q3 | $828K | Hold |
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|
2023
Q2 | $855K | Hold |
|
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|
2023
Q1 | $803K | Sell |
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|
2022
Q4 | $875K | Buy |
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|
2022
Q3 | $776K | Buy |
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|
2022
Q2 | $741K | Hold |
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|
2022
Q1 | $817K | Hold |
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|
2021
Q4 | $815K | Sell |
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|
2021
Q3 | $838K | Sell |
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|
2021
Q2 | $929K | Sell |
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|
2021
Q1 | $865K | Sell |
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|
2020
Q4 | $880K | Buy |
|