Wealthcare Advisory 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 | $13.4M | Buy |
37,601
+1,038
| +3% | +$369K | 0.3% | 66 |
|
|
2025
Q1 | $12.8M | Buy |
36,563
+263
| +0.7% | +$92.2K | 0.34% | 62 |
|
|
2024
Q4 | $11.5M | Buy |
36,300
+386
| +1% | +$122K | 0.32% | 63 |
|
|
2024
Q3 | $9.87M | Sell |
35,914
-766
| -2% | -$211K | 0.28% | 72 |
|
|
2024
Q2 | $9.63M | Buy |
36,680
+2,290
| +7% | +$601K | 0.3% | 63 |
|
|
2024
Q1 | $9.6M | Buy |
34,390
+22,364
| +186% | +$6.24M | 0.31% | 59 |
|
|
2023
Q4 | $3.13M | Buy |
12,026
+779
| +7% | +$203K | 0.12% | 138 |
|
|
2023
Q3 | $2.59M | Sell |
11,247
-190
| -2% | -$43.7K | 0.12% | 145 |
|
|
2023
Q2 | $2.72M | Sell |
11,437
-657
| -5% | -$156K | 0.12% | 145 |
|
|
2023
Q1 | $2.73M | Sell |
12,094
-566
| -4% | -$128K | 0.12% | 146 |
|
|
2022
Q4 | $2.63M | Buy |
12,660
+402
| +3% | +$83.5K | 0.13% | 139 |
|
|
2022
Q3 | $2.18M | Buy |
12,258
+3,469
| +39% | +$616K | 0.12% | 135 |
|
|
2022
Q2 | $1.73M | Buy |
8,789
+457
| +5% | +$90K | 0.1% | 130 |
|
|
2022
Q1 | $1.85M | Sell |
8,332
-518
| -6% | -$115K | 0.11% | 108 |
|
|
2021
Q4 | $1.92M | Sell |
8,850
-8,530
| -49% | -$1.85M | 0.11% | 109 |
|
|
2021
Q3 | $3.87M | Buy |
17,380
+1,102
| +7% | +$245K | 0.25% | 60 |
|
|
2021
Q2 | $3.81M | Buy |
16,278
+658
| +4% | +$154K | 0.25% | 58 |
|
|
2021
Q1 | $3.31M | Buy |
15,620
+2,585
| +20% | +$547K | 0.24% | 59 |
|
|
2020
Q4 | $2.85M | Buy |
13,035
+855
| +7% | +$187K | 0.25% | 52 |
|
|
2020
Q3 | $2.44M | Buy |
12,180
+996
| +9% | +$199K | 0.27% | 46 |
|
|
2020
Q2 | $2.16M | Buy |
11,184
+858
| +8% | +$166K | 0.27% | 49 |
|
|
2020
Q1 | $1.66M | Sell |
10,326
-398
| -4% | -$64.1K | 0.24% | 52 |
|
|
2019
Q4 | $2.02M | Sell |
10,724
-539
| -5% | -$101K | 0.26% | 49 |
|
|
2019
Q3 | $1.94M | Sell |
11,263
-267
| -2% | -$45.9K | 0.28% | 45 |
|
|
2019
Q2 | $2M | Sell |
11,530
-51
| -0.4% | -$8.85K | 0.32% | 43 |
|
|
2019
Q1 | $1.81M | Buy |
11,581
+179
| +2% | +$28K | 0.31% | 45 |
|
|
2018
Q4 | $1.5M | Buy |
11,402
+316
| +3% | +$41.7K | 0.29% | 50 |
|
|
2018
Q3 | $1.66M | Buy |
11,086
+356
| +3% | +$53.4K | 0.31% | 48 |
|
|
2018
Q2 | $1.42M | Buy |
10,730
+44
| +0.4% | +$5.83K | 0.28% | 55 |
|
|
2018
Q1 | $1.28M | Buy |
10,686
+55
| +0.5% | +$6.58K | 0.29% | 50 |
|
|
2017
Q4 | $1.21M | Buy |
10,631
+431
| +4% | +$49.1K | 0.31% | 45 |
|
|
2017
Q3 | $1.07M | Buy |
10,200
+10,199
| +1,019,900% | +$1.07M | 0.32% | 42 |
|
|
2017
Q2 | $0 | Sell |
1
-400
| -100% | – | ﹤0.01% | 141 |
|
|
2017
Q1 | $36K | Buy |
401
+400
| +40,000% | +$35.9K | 0.02% | 48 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 129 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 132 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 136 |
|