WealthBridge Investment Counsel’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
39,302
+128
| +0.3% | +$45.4K | 4.52% | 4 |
|
|
2025
Q1 | $13.7M | Sell |
39,174
-5
| -0% | -$1.75K | 5% | 2 |
|
|
2024
Q4 | $12.4M | Sell |
39,179
-575
| -1% | -$182K | 4.54% | 4 |
|
|
2024
Q3 | $10.9M | Sell |
39,754
-33
| -0.1% | -$9.07K | 3.88% | 5 |
|
|
2024
Q2 | $10.4M | Sell |
39,787
-450
| -1% | -$118K | 3.99% | 6 |
|
|
2024
Q1 | $11.2M | Sell |
40,237
-140
| -0.3% | -$39.1K | 4.17% | 3 |
|
|
2023
Q4 | $10.5M | Sell |
40,377
-992
| -2% | -$258K | 4.2% | 3 |
|
|
2023
Q3 | $9.52M | Sell |
41,369
-110
| -0.3% | -$25.3K | 4.15% | 3 |
|
|
2023
Q2 | $9.85M | Sell |
41,479
-1,100
| -3% | -$261K | 4.15% | 6 |
|
|
2023
Q1 | $9.6M | Sell |
42,579
-1,500
| -3% | -$338K | 4.25% | 5 |
|
|
2022
Q4 | $9.16M | Buy |
44,079
+1,073
| +2% | +$223K | 4.01% | 5 |
|
|
2022
Q3 | $7.64M | Buy |
43,006
+629
| +1% | +$112K | 4.02% | 8 |
|
|
2022
Q2 | $8.34M | Sell |
42,377
-190
| -0.4% | -$37.4K | 4.23% | 4 |
|
|
2022
Q1 | $9.44M | Buy |
42,567
+900
| +2% | +$200K | 4.17% | 5 |
|
|
2021
Q4 | $9.03M | Buy |
41,667
+150
| +0.4% | +$32.5K | 3.83% | 7 |
|
|
2021
Q3 | $9.25M | Buy |
41,517
+293
| +0.7% | +$65.3K | 4.16% | 7 |
|
|
2021
Q2 | $9.64M | Buy |
41,224
+2,232
| +6% | +$522K | 4.27% | 6 |
|
|
2021
Q1 | $8.26M | Buy |
38,992
+760
| +2% | +$161K | 4.04% | 8 |
|
|
2020
Q4 | $8.36M | Sell |
38,232
-275
| -0.7% | -$60.1K | 4.37% | 6 |
|
|
2020
Q3 | $7.7M | Sell |
38,507
-55
| -0.1% | -$11K | 4.69% | 4 |
|
|
2020
Q2 | $7.45M | Buy |
38,562
+2,025
| +6% | +$391K | 4.95% | 4 |
|
|
2020
Q1 | $5.89M | Sell |
36,537
-4,185
| -10% | -$674K | 5% | 6 |
|
|
2019
Q4 | $7.65M | Buy |
+40,722
| New | +$7.65M | 4.34% | 6 |
|