Wealth Alliance’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
12,126
+185
| +2% | +$65.7K | 0.48% | 37 |
|
|
2025
Q1 | $4.19M | Buy |
11,941
+555
| +5% | +$195K | 0.51% | 34 |
|
|
2024
Q4 | $3.6M | Sell |
11,386
-68
| -0.6% | -$21.5K | 0.43% | 37 |
|
|
2024
Q3 | $3.15M | Buy |
11,454
+200
| +2% | +$55K | 0.38% | 48 |
|
|
2024
Q2 | $2.95M | Sell |
11,254
-600
| -5% | -$157K | 0.38% | 45 |
|
|
2024
Q1 | $3.31M | Sell |
11,854
-367
| -3% | -$102K | 0.43% | 39 |
|
|
2023
Q4 | $3.18M | Buy |
12,221
+269
| +2% | +$70K | 0.45% | 38 |
|
|
2023
Q3 | $2.75M | Sell |
11,952
-1,404
| -11% | -$323K | 0.43% | 43 |
|
|
2023
Q2 | $3.17M | Sell |
13,356
-672
| -5% | -$160K | 0.47% | 34 |
|
|
2023
Q1 | $3.16M | Buy |
14,028
+362
| +3% | +$81.6K | 0.51% | 30 |
|
|
2022
Q4 | $2.84M | Buy |
13,666
+2,845
| +26% | +$591K | 0.5% | 32 |
|
|
2022
Q3 | $1.92M | Sell |
10,821
-1,253
| -10% | -$223K | 0.38% | 48 |
|
|
2022
Q2 | $2.38M | Buy |
12,074
+3,390
| +39% | +$667K | 0.46% | 37 |
|
|
2022
Q1 | $1.93M | Buy |
8,684
+985
| +13% | +$218K | 0.39% | 50 |
|
|
2021
Q4 | $1.67M | Buy |
7,699
+13
| +0.2% | +$2.82K | 0.34% | 63 |
|
|
2021
Q3 | $1.71M | Sell |
7,686
-130
| -2% | -$29K | 0.38% | 52 |
|
|
2021
Q2 | $1.83M | Buy |
7,816
+1,056
| +16% | +$247K | 0.43% | 47 |
|
|
2021
Q1 | $1.43M | Buy |
6,760
+189
| +3% | +$40K | 0.4% | 54 |
|
|
2020
Q4 | $1.44M | Buy |
6,571
+363
| +6% | +$79.4K | 0.42% | 50 |
|
|
2020
Q3 | $1.24M | Sell |
6,208
-752
| -11% | -$150K | 0.45% | 53 |
|
|
2020
Q2 | $1.35M | Buy |
6,960
+803
| +13% | +$155K | 0.53% | 39 |
|
|
2020
Q1 | $992K | Buy |
+6,157
| New | +$992K | 0.53% | 43 |
|