Watershed 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 | $1.95M | Hold |
5,498
| – | – | 0.71% | 30 |
|
|
2025
Q1 | $1.93M | Hold |
5,498
| – | – | 0.77% | 27 |
|
|
2024
Q4 | $1.74M | Hold |
5,498
| – | – | 0.68% | 31 |
|
|
2024
Q3 | $1.51M | Buy |
5,498
+15
| +0.3% | +$4.12K | 0.6% | 32 |
|
|
2024
Q2 | $1.44M | Buy |
5,483
+852
| +18% | +$224K | 0.61% | 31 |
|
|
2024
Q1 | $1.29M | Buy |
4,631
+125
| +3% | +$34.9K | 0.57% | 42 |
|
|
2023
Q4 | $1.17M | Sell |
4,506
-220
| -5% | -$57.3K | 0.65% | 40 |
|
|
2023
Q3 | $1.09M | Buy |
+4,726
| New | +$1.09M | 0.67% | 43 |
|