WF
V icon

Wayfinding Financial’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
1,735
-214
-11% -$73.1K 0.27% 65
2025
Q1
$683K Sell
1,949
-1
-0.1% -$350 0.3% 59
2024
Q4
$616K Buy
+1,950
New +$616K 0.33% 58
2024
Q3
Sell
-1,904
Closed -$499K 120
2024
Q2
$499K Sell
1,904
-5
-0.3% -$1.31K 0.28% 71
2024
Q1
$529K Buy
1,909
+132
+7% +$36.6K 0.31% 65
2023
Q4
$462K Buy
1,777
+20
+1% +$5.2K 0.31% 63
2023
Q3
$406K Buy
1,757
+161
+10% +$37.2K 0.31% 60
2023
Q2
$376K Sell
1,596
-30
-2% -$7.07K 0.26% 61
2023
Q1
$366K Buy
+1,626
New +$366K 0.28% 61
2022
Q4
Sell
-1,134
Closed -$201K 99
2022
Q3
$201K Buy
+1,134
New +$201K 0.19% 79