WBH Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
6,447
-18
| -0.3% | -$6.39K | 0.2% | 92 |
|
|
2025
Q1 | $2.27M | Sell |
6,465
-59
| -0.9% | -$20.7K | 0.21% | 85 |
|
|
2024
Q4 | $2.06M | Sell |
6,524
-299
| -4% | -$94.5K | 0.19% | 91 |
|
|
2024
Q3 | $1.88M | Sell |
6,823
-202
| -3% | -$55.5K | 0.18% | 102 |
|
|
2024
Q2 | $1.84M | Sell |
7,025
-55
| -0.8% | -$14.4K | 0.19% | 92 |
|
|
2024
Q1 | $1.98M | Buy |
7,080
+1,731
| +32% | +$483K | 0.2% | 93 |
|
|
2023
Q4 | $1.39M | Sell |
5,349
-56
| -1% | -$14.6K | 0.15% | 118 |
|
|
2023
Q3 | $1.24M | Sell |
5,405
-163
| -3% | -$37.5K | 0.15% | 120 |
|
|
2023
Q2 | $1.32M | Sell |
5,568
-424
| -7% | -$101K | 0.16% | 123 |
|
|
2023
Q1 | $1.35M | Buy |
+5,992
| New | +$1.35M | 0.17% | 118 |
|
|
2022
Q3 | $1.28M | Sell |
7,220
-1,598
| -18% | -$284K | 0.19% | 118 |
|
|
2022
Q2 | $1.81M | Sell |
8,818
-916
| -9% | -$188K | 0.24% | 92 |
|
|
2022
Q1 | $2.15M | Sell |
9,734
-2,131
| -18% | -$470K | 0.26% | 82 |
|
|
2021
Q4 | $2.57M | Sell |
11,865
-1,193
| -9% | -$259K | 0.29% | 76 |
|
|
2021
Q3 | $2.91M | Sell |
13,058
-395
| -3% | -$88K | 0.39% | 57 |
|
|
2021
Q2 | $3.37M | Sell |
13,453
-1,981
| -13% | -$496K | 0.49% | 48 |
|
|
2021
Q1 | $3.27M | Buy |
15,434
+6,231
| +68% | +$1.32M | 0.53% | 46 |
|
|
2020
Q4 | $1.9M | Hold |
9,203
| – | – | 0.33% | 69 |
|
|
2020
Q3 | $1.84M | Sell |
9,203
-119
| -1% | -$23.8K | 0.37% | 62 |
|
|
2020
Q2 | $1.8M | Buy |
9,322
+222
| +2% | +$42.9K | 0.44% | 57 |
|
|
2020
Q1 | $1.47K | Sell |
9,100
-272
| -3% | -$44 | 0.34% | 59 |
|
|
2019
Q4 | $1.76M | Hold |
9,372
| – | – | 0.36% | 61 |
|
|
2019
Q3 | $1.61M | Sell |
9,372
-800
| -8% | -$138K | 0.36% | 68 |
|
|
2019
Q2 | $1.77M | Sell |
10,172
-2,463
| -19% | -$427K | 0.41% | 58 |
|
|
2019
Q1 | $1.97M | Buy |
12,635
+31
| +0.2% | +$4.84K | 0.47% | 51 |
|
|
2018
Q4 | $1.66K | Sell |
12,604
-459
| -4% | -$61 | 0.4% | 58 |
|
|
2018
Q3 | $1.96M | Buy |
13,063
+157
| +1% | +$23.6K | 0.48% | 49 |
|
|
2018
Q2 | $1.71M | Buy |
12,906
+56
| +0.4% | +$7.42K | 0.44% | 53 |
|
|
2018
Q1 | $1.54M | Sell |
12,850
-100
| -0.8% | -$12K | 0.42% | 57 |
|
|
2017
Q4 | $1.48M | Sell |
12,950
-599
| -4% | -$68.3K | 0.39% | 63 |
|
|
2017
Q3 | $1.43M | Sell |
13,549
-400
| -3% | -$42.1K | 0.4% | 62 |
|
|
2017
Q2 | $1.31M | Sell |
13,949
-100
| -0.7% | -$9.38K | 0.37% | 65 |
|
|
2017
Q1 | $1.25M | Buy |
14,049
+50
| +0.4% | +$4.44K | 0.37% | 64 |
|
|
2016
Q4 | $1.09M | Sell |
13,999
-449
| -3% | -$35K | 0.36% | 64 |
|
|
2016
Q3 | $1.19M | Sell |
14,448
-2,150
| -13% | -$178K | 0.41% | 59 |
|
|
2016
Q2 | $1.23M | Sell |
16,598
-211
| -1% | -$15.6K | 0.48% | 53 |
|
|
2016
Q1 | $1.29M | Buy |
16,809
+1
| +0% | +$76 | 0.43% | 50 |
|
|
2015
Q4 | $1.3K | Sell |
16,808
-200
| -1% | -$16 | 0.46% | 49 |
|
|
2015
Q3 | $1.18M | Buy |
17,008
+475
| +3% | +$33.1K | 0.49% | 49 |
|
|
2015
Q2 | $1.11M | Sell |
16,533
-813
| -5% | -$54.6K | 0.44% | 62 |
|
|
2015
Q1 | $1.13K | Buy |
17,346
+1,614
| +10% | +$106 | 0.32% | 61 |
|
|
2014
Q4 | $1.03M | Sell |
15,732
-100
| -0.6% | -$6.55K | 0.39% | 63 |
|
|
2014
Q3 | $844K | Buy |
15,832
+600
| +4% | +$32K | 0.3% | 76 |
|
|
2014
Q2 | $802K | Sell |
15,232
-296
| -2% | -$15.6K | 0.3% | 83 |
|
|
2014
Q1 | $838K | Buy |
15,528
+260
| +2% | +$14K | 0.33% | 77 |
|
|
2013
Q4 | $850K | Hold |
15,268
| – | – | 0.34% | 80 |
|
|
2013
Q3 | $729K | Sell |
15,268
-400
| -3% | -$19.1K | 0.33% | 83 |
|
|
2013
Q2 | $715K | Buy |
+15,668
| New | +$715K | 0.33% | 85 |
|