Wealth Quarterback’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
755
+1
| +0.1% | +$355 | 0.13% | 114 |
|
|
2025
Q1 | $264K | Buy |
754
+1
| +0.1% | +$351 | 0.15% | 107 |
|
|
2024
Q4 | $238K | Sell |
753
-24
| -3% | -$7.59K | 0.11% | 104 |
|
|
2024
Q3 | $214K | Sell |
777
-62
| -7% | -$17K | 0.11% | 114 |
|
|
2024
Q2 | $220K | Sell |
839
-18
| -2% | -$4.72K | 0.12% | 110 |
|
|
2024
Q1 | $239K | Buy |
857
+1
| +0.1% | +$279 | 0.13% | 100 |
|
|
2023
Q4 | $223K | Buy |
+856
| New | +$223K | 0.14% | 103 |
|
|
2023
Q3 | – | Sell |
-927
| Closed | -$220K | – | 127 |
|
|
2023
Q2 | $220K | Sell |
927
-28
| -3% | -$6.65K | 0.15% | 102 |
|
|
2023
Q1 | $215K | Sell |
955
-25
| -3% | -$5.64K | 0.18% | 100 |
|
|
2022
Q4 | $204K | Buy |
+980
| New | +$204K | 0.17% | 106 |
|
|
2021
Q3 | $225K | Sell |
1,073
-115
| -10% | -$24.1K | 0.15% | 103 |
|
|
2021
Q2 | $278K | Buy |
+1,188
| New | +$278K | 0.17% | 93 |
|
|
2020
Q4 | $254K | Buy |
1,161
+22
| +2% | +$4.81K | 0.21% | 90 |
|
|
2020
Q3 | $220K | Hold |
1,139
| – | – | 0.2% | 102 |
|
|
2020
Q2 | $220K | Sell |
1,139
-99
| -8% | -$19.1K | 0.2% | 102 |
|
|
2020
Q1 | $199K | Sell |
1,238
-13,862
| -92% | -$2.23M | 0.18% | 102 |
|
|
2019
Q4 | $358K | Buy |
+15,100
| New | +$358K | 0.31% | 72 |
|