WWA
WCG Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
33,393
+672
| +2% | +$239K | 0.77% | 37 |
|
|
2025
Q1 | $11.5M | Sell |
32,721
-3,228
| -9% | -$1.13M | 0.87% | 30 |
|
|
2024
Q4 | $11.4M | Buy |
35,949
+986
| +3% | +$312K | 0.75% | 38 |
|
|
2024
Q3 | $9.61M | Buy |
34,963
+387
| +1% | +$106K | 0.65% | 44 |
|
|
2024
Q2 | $9.08M | Buy |
34,576
+4,363
| +14% | +$1.15M | 0.67% | 45 |
|
|
2024
Q1 | $8.43M | Sell |
30,213
-23,955
| -44% | -$6.69M | 0.7% | 41 |
|
|
2023
Q4 | $14.1M | Sell |
54,168
-1,134
| -2% | -$295K | 1.04% | 26 |
|
|
2023
Q3 | $12.8M | Buy |
55,302
+25,741
| +87% | +$5.96M | 0.94% | 30 |
|
|
2023
Q2 | $7.02M | Buy |
29,561
+1,451
| +5% | +$345K | 0.82% | 37 |
|
|
2023
Q1 | $6.34M | Buy |
28,110
+1,312
| +5% | +$296K | 0.81% | 37 |
|
|
2022
Q4 | $5.57M | Buy |
26,798
+3,436
| +15% | +$714K | 0.76% | 37 |
|
|
2022
Q3 | $4.56M | Sell |
23,362
-1,481
| -6% | -$289K | 0.6% | 41 |
|
|
2022
Q2 | $4.89M | Buy |
+24,843
| New | +$4.89M | 0.68% | 38 |
|