Wealth Management Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
4,178
-79
| -2% | -$28.2K | 0.53% | 41 |
|
|
2025
Q1 | $1.49M | Sell |
4,257
-11
| -0.3% | -$3.86K | 0.69% | 35 |
|
|
2024
Q4 | $1.35M | Buy |
4,268
+1
| +0% | +$316 | 0.58% | 39 |
|
|
2024
Q3 | $1.17M | Hold |
4,267
| – | – | 0.54% | 40 |
|
|
2024
Q2 | $1.12M | Sell |
4,267
-99
| -2% | -$26K | 0.54% | 42 |
|
|
2024
Q1 | $1.22M | Hold |
4,366
| – | – | 0.62% | 37 |
|
|
2023
Q4 | $1.14M | Hold |
4,366
| – | – | 0.63% | 34 |
|
|
2023
Q3 | $1M | Buy |
4,366
+1
| +0% | +$230 | 0.63% | 34 |
|
|
2023
Q2 | $1.04M | Hold |
4,365
| – | – | 0.65% | 31 |
|
|
2023
Q1 | $984K | Buy |
4,365
+365
| +9% | +$82.3K | 0.69% | 32 |
|
|
2022
Q4 | $898K | Hold |
4,000
| – | – | 0.75% | 32 |
|
|
2022
Q3 | $813K | Hold |
4,000
| – | – | 0.71% | 35 |
|
|
2022
Q2 | $883K | Sell |
4,000
-1,000
| -20% | -$221K | 0.77% | 33 |
|
|
2022
Q1 | $1.01M | Hold |
5,000
| – | – | 0.72% | 33 |
|
|
2021
Q4 | $983K | Buy |
5,000
+466
| +10% | +$91.6K | 0.67% | 35 |
|
|
2021
Q3 | $1.01M | Sell |
4,534
-45
| -1% | -$10K | 0.75% | 35 |
|
|
2021
Q2 | $1.07M | Sell |
4,579
-250
| -5% | -$58.5K | 0.75% | 36 |
|
|
2021
Q1 | $1.06M | Buy |
4,829
+1
| +0% | +$219 | 0.79% | 38 |
|
|
2020
Q4 | $975K | Buy |
+4,828
| New | +$975K | 0.76% | 38 |
|