WealthBridge Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62M | Buy |
4,560
+251
| +6% | +$89.1K | 0.41% | 51 |
|
2025
Q1 | $1.51M | Sell |
4,309
-255
| -6% | -$89.4K | 0.43% | 52 |
|
2024
Q4 | $1.44M | Buy |
4,564
+127
| +3% | +$40.1K | 0.4% | 52 |
|
2024
Q3 | $1.22M | Buy |
4,437
+638
| +17% | +$175K | 0.35% | 58 |
|
2024
Q2 | $997K | Sell |
3,799
-56
| -1% | -$14.7K | 0.33% | 60 |
|
2024
Q1 | $1.08M | Sell |
3,855
-50
| -1% | -$14K | 0.36% | 57 |
|
2023
Q4 | $1.02M | Sell |
3,905
-6
| -0.2% | -$1.56K | 0.38% | 55 |
|
2023
Q3 | $900K | Sell |
3,911
-59
| -1% | -$13.6K | 0.37% | 58 |
|
2023
Q2 | $943K | Sell |
3,970
-104
| -3% | -$24.7K | 0.38% | 59 |
|
2023
Q1 | $918K | Buy |
4,074
+15
| +0.4% | +$3.38K | 0.37% | 57 |
|
2022
Q4 | $843K | Buy |
4,059
+415
| +11% | +$86.2K | 0.35% | 61 |
|
2022
Q3 | $717K | Hold |
3,644
| – | – | 0.31% | 71 |
|
2022
Q2 | $717K | Sell |
3,644
-124
| -3% | -$24.4K | 0.31% | 71 |
|
2022
Q1 | $836K | Buy |
3,768
+189
| +5% | +$41.9K | 0.31% | 74 |
|
2021
Q4 | $776K | Sell |
3,579
-498
| -12% | -$108K | 0.29% | 76 |
|
2021
Q3 | $908K | Buy |
4,077
+83
| +2% | +$18.5K | 0.34% | 59 |
|
2021
Q2 | $934K | Buy |
3,994
+5
| +0.1% | +$1.17K | 0.34% | 61 |
|
2021
Q1 | $845K | Sell |
3,989
-138
| -3% | -$29.2K | 0.34% | 61 |
|
2020
Q4 | $903K | Sell |
4,127
-53
| -1% | -$11.6K | 0.4% | 57 |
|
2020
Q3 | $836K | Hold |
4,180
| – | – | 0.43% | 53 |
|
2020
Q2 | $807K | Sell |
4,180
-188
| -4% | -$36.3K | 0.46% | 51 |
|
2020
Q1 | $704K | Sell |
4,368
-253
| -5% | -$40.8K | 0.49% | 51 |
|
2019
Q4 | $868K | Sell |
4,621
-129
| -3% | -$24.2K | 0.56% | 46 |
|
2019
Q3 | $817K | Sell |
4,750
-36
| -0.8% | -$6.19K | 0.59% | 43 |
|
2019
Q2 | $631K | Sell |
4,786
-163
| -3% | -$21.5K | 0.58% | 44 |
|
2019
Q1 | $791K | Buy |
4,949
+163
| +3% | +$26.1K | 0.5% | 42 |
|
2018
Q4 | $631K | Buy |
+4,786
| New | +$631K | 0.48% | 44 |
|