Wealth Quarterback’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $222K | Buy |
735
+1
| +0.1% | +$322 | 0.09% | 149 |
|
|
2025
Q4 | $257K | Sell |
734
-14
| -2% | -$4.77K | 0.09% | 134 |
|
|
2025
Q3 | $255K | Sell |
748
-7
| -0.9% | -$2.42K | 0.1% | 137 |
|
|
2025
Q2 | $268K | Buy |
755
+1
| +0.1% | +$349 | 0.13% | 114 |
|
|
2025
Q1 | $264K | Buy |
754
+1
| +0.1% | +$338 | 0.15% | 107 |
|
|
2024
Q4 | $238K | Sell |
753
-24
| -3% | -$7.22K | 0.11% | 104 |
|
|
2024
Q3 | $214K | Sell |
777
-62
| -7% | -$16.8K | 0.11% | 114 |
|
|
2024
Q2 | $220K | Sell |
839
-18
| -2% | -$4.93K | 0.12% | 110 |
|
|
2024
Q1 | $239K | Buy |
857
+1
| +0.1% | +$276 | 0.13% | 100 |
|
|
2023
Q4 | $223K | Buy |
+856
| New | +$211K | 0.14% | 103 |
|
|
2023
Q3 | – | Sell |
-927
| Closed | -$220K | – | 127 |
|
|
2023
Q2 | $220K | Sell |
927
-28
| -3% | -$6.41K | 0.15% | 102 |
|
|
2023
Q1 | $215K | Sell |
955
-25
| -3% | -$5.57K | 0.18% | 100 |
|
|
2022
Q4 | $204K | Buy |
+980
| New | +$198K | 0.17% | 106 |
|
|
2021
Q3 | $225K | Sell |
1,073
-115
| -10% | -$27K | 0.15% | 103 |
|
|
2021
Q2 | $278K | Buy |
+1,188
| New | +$272K | 0.17% | 93 |
|
|
2020
Q4 | $254K | Buy |
1,161
+22
| +2% | +$4.5K | 0.21% | 90 |
|
|
2020
Q3 | $220K | Hold |
1,139
| – | – | 0.2% | 102 |
|
|
2020
Q2 | $220K | Sell |
1,139
-99
| -8% | -$18.1K | 0.2% | 102 |
|
|
2020
Q1 | $199K | Sell |
1,238
-13,862
| -92% | -$2.61M | 0.18% | 102 |
|
|
2019
Q4 | $358K | Buy |
+15,100
| New | +$2.72M | 0.31% | 72 |
|
Other funds holding V
VCM
VPM
