Wealth Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
2,889
-1,726
| -37% | -$613K | 1.02% | 29 |
|
|
2025
Q1 | $1.62M | Buy |
4,615
+85
| +2% | +$29.8K | 1.05% | 24 |
|
|
2024
Q4 | $1.43M | Buy |
4,530
+56
| +1% | +$17.7K | 0.93% | 23 |
|
|
2024
Q3 | $1.23M | Buy |
4,474
+133
| +3% | +$36.6K | 0.83% | 29 |
|
|
2024
Q2 | $1.14M | Sell |
4,341
-11
| -0.3% | -$2.89K | 0.82% | 29 |
|
|
2024
Q1 | $1.22M | Buy |
+4,352
| New | +$1.22M | 0.92% | 28 |
|