WDG
Wealth Dimensions Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
1,850
+121
| +7% | +$43K | 0.14% | 87 |
|
|
2025
Q1 | $606K | Sell |
1,729
-53
| -3% | -$18.6K | 0.14% | 84 |
|
|
2024
Q4 | $563K | Buy |
1,782
+188
| +12% | +$59.4K | 0.14% | 82 |
|
|
2024
Q3 | $438K | Sell |
1,594
-36
| -2% | -$9.9K | 0.11% | 96 |
|
|
2024
Q2 | $428K | Sell |
1,630
-125
| -7% | -$32.8K | 0.12% | 90 |
|
|
2024
Q1 | $490K | Sell |
1,755
-173
| -9% | -$48.3K | 0.14% | 82 |
|
|
2023
Q4 | $502K | Sell |
1,928
-356
| -16% | -$92.7K | 0.16% | 74 |
|
|
2023
Q3 | $525K | Buy |
2,284
+218
| +11% | +$50.1K | 0.19% | 74 |
|
|
2023
Q2 | $491K | Buy |
2,066
+540
| +35% | +$128K | 0.18% | 78 |
|
|
2023
Q1 | $344K | Sell |
1,526
-673
| -31% | -$152K | 0.13% | 99 |
|
|
2022
Q4 | $457K | Buy |
2,199
+9
| +0.4% | +$1.87K | 0.19% | 78 |
|
|
2022
Q3 | $389K | Sell |
2,190
-45
| -2% | -$7.99K | 0.19% | 77 |
|
|
2022
Q2 | $440K | Hold |
2,235
| – | – | 0.21% | 72 |
|
|
2022
Q1 | $496K | Buy |
2,235
+380
| +20% | +$84.3K | 0.23% | 71 |
|
|
2021
Q4 | $402K | Buy |
1,855
+200
| +12% | +$43.3K | 0.2% | 89 |
|
|
2021
Q3 | $369K | Buy |
1,655
+488
| +42% | +$109K | 0.24% | 90 |
|
|
2021
Q2 | $273K | Buy |
1,167
+168
| +17% | +$39.3K | 0.19% | 99 |
|
|
2021
Q1 | $212K | Buy |
999
+26
| +3% | +$5.52K | 0.16% | 111 |
|
|
2020
Q4 | $213K | Buy |
+973
| New | +$213K | 0.18% | 101 |
|