WE
Wealth Effects’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
3,196
-135
| -4% | -$47.9K | 0.42% | 48 |
|
|
2025
Q1 | $1.17M | Sell |
3,331
-85
| -2% | -$29.8K | 0.49% | 44 |
|
|
2024
Q4 | $1.08M | Sell |
3,416
-225
| -6% | -$71.1K | 0.38% | 51 |
|
|
2024
Q3 | $1M | Sell |
3,641
-120
| -3% | -$33K | 0.35% | 58 |
|
|
2024
Q2 | $987K | Sell |
3,761
-1,179
| -24% | -$309K | 0.36% | 57 |
|
|
2024
Q1 | $1.38M | Sell |
4,940
-51
| -1% | -$14.2K | 0.51% | 44 |
|
|
2023
Q4 | $1.3M | Sell |
4,991
-30
| -0.6% | -$7.81K | 0.49% | 49 |
|
|
2023
Q3 | $1.15M | Buy |
5,021
+7
| +0.1% | +$1.61K | 0.57% | 41 |
|
|
2023
Q2 | $1.19M | Buy |
5,014
+20
| +0.4% | +$4.75K | 0.52% | 43 |
|
|
2023
Q1 | $1.13M | Buy |
4,994
+604
| +14% | +$136K | 0.58% | 42 |
|
|
2022
Q4 | $912K | Sell |
4,390
-112
| -2% | -$23.3K | 0.52% | 46 |
|
|
2022
Q3 | $800K | Buy |
4,502
+160
| +4% | +$28.4K | 0.49% | 49 |
|
|
2022
Q2 | $855K | Sell |
4,342
-35
| -0.8% | -$6.89K | 0.51% | 49 |
|
|
2022
Q1 | $971K | Buy |
4,377
+98
| +2% | +$21.7K | 0.45% | 51 |
|
|
2021
Q4 | $927K | Buy |
+4,279
| New | +$927K | 0.38% | 57 |
|