Wealthfront Advisers’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $68.8M | Buy |
193,822
+9,740
| +5% | +$3.46M | 0.18% | 56 |
|
2025
Q1 | $64.5M | Buy |
184,082
+20,444
| +12% | +$7.16M | 0.17% | 52 |
|
2024
Q4 | $51.7M | Buy |
163,638
+13,722
| +9% | +$4.34M | 0.15% | 53 |
|
2024
Q3 | $41.2M | Sell |
149,916
-146
| -0.1% | -$40.1K | 0.13% | 57 |
|
2024
Q2 | $39.4M | Sell |
150,062
-1,892
| -1% | -$497K | 0.13% | 53 |
|
2024
Q1 | $42.4M | Buy |
151,954
+102
| +0.1% | +$28.5K | 0.15% | 51 |
|
2023
Q4 | $39.5M | Buy |
151,852
+5,582
| +4% | +$1.45M | 0.15% | 49 |
|
2023
Q3 | $33.6M | Buy |
146,270
+259
| +0.2% | +$59.6K | 0.14% | 53 |
|
2023
Q2 | $34.7M | Sell |
146,011
-391
| -0.3% | -$92.9K | 0.15% | 48 |
|
2023
Q1 | $33M | Buy |
146,402
+8,043
| +6% | +$1.81M | 0.15% | 44 |
|
2022
Q4 | $28.7M | Buy |
138,359
+34,783
| +34% | +$7.23M | 0.14% | 46 |
|
2022
Q3 | $18.4M | Sell |
103,576
-22,996
| -18% | -$4.09M | 0.1% | 54 |
|
2022
Q2 | $24.9M | Buy |
126,572
+25,828
| +26% | +$5.09M | 0.13% | 43 |
|
2022
Q1 | $22.3M | Sell |
100,744
-4,116
| -4% | -$913K | 0.1% | 49 |
|
2021
Q4 | $22.7M | Sell |
104,860
-2,377
| -2% | -$515K | 0.1% | 47 |
|
2021
Q3 | $23.9M | Sell |
107,237
-3,957
| -4% | -$881K | 0.11% | 37 |
|
2021
Q2 | $26M | Buy |
111,194
+5,046
| +5% | +$1.18M | 0.12% | 30 |
|
2021
Q1 | $22.5M | Buy |
106,148
+2,956
| +3% | +$626K | 0.12% | 31 |
|
2020
Q4 | $22.6M | Sell |
103,192
-4,995
| -5% | -$1.09M | 0.14% | 29 |
|
2020
Q3 | $21.6M | Buy |
108,187
+458
| +0.4% | +$91.6K | 0.15% | 29 |
|
2020
Q2 | $20.8M | Buy |
107,729
+3,062
| +3% | +$591K | 0.16% | 28 |
|
2020
Q1 | $16.9M | Buy |
104,667
+10,770
| +11% | +$1.74M | 0.15% | 29 |
|
2019
Q4 | $17.6M | Buy |
93,897
+1,815
| +2% | +$341K | 0.13% | 31 |
|
2019
Q3 | $15.8M | Sell |
92,082
-166
| -0.2% | -$28.6K | 0.13% | 30 |
|
2019
Q2 | $16M | Buy |
92,248
+6,751
| +8% | +$1.17M | 0.14% | 28 |
|
2019
Q1 | $13.4M | Sell |
85,497
-624
| -0.7% | -$97.5K | 0.12% | 32 |
|
2018
Q4 | $11.4M | Buy |
+86,121
| New | +$11.4M | 0.12% | 34 |
|