WealthPlan Investment 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 | $1.52M | Buy |
4,275
+3,151
| +280% | +$1.12M | 0.11% | 147 |
|
|
2025
Q1 | $394K | Sell |
1,124
-577
| -34% | -$202K | 0.04% | 199 |
|
|
2024
Q4 | $538K | Sell |
1,701
-337
| -17% | -$106K | 0.05% | 165 |
|
|
2024
Q3 | $560K | Sell |
2,038
-4,301
| -68% | -$1.18M | 0.06% | 150 |
|
|
2024
Q2 | $1.66M | Buy |
6,339
+291
| +5% | +$76.4K | 0.25% | 81 |
|
|
2024
Q1 | $1.69M | Buy |
6,048
+289
| +5% | +$80.7K | 0.26% | 79 |
|
|
2023
Q4 | $1.5M | Buy |
5,759
+195
| +4% | +$50.8K | 0.24% | 83 |
|
|
2023
Q3 | $1.28M | Buy |
5,564
+2,850
| +105% | +$655K | 0.23% | 79 |
|
|
2023
Q2 | $644K | Sell |
2,714
-2,408
| -47% | -$572K | 0.19% | 87 |
|
|
2023
Q1 | $1.15M | Sell |
5,122
-10,055
| -66% | -$2.27M | 0.2% | 82 |
|
|
2022
Q4 | $3.47M | Sell |
15,177
-733
| -5% | -$168K | 0.24% | 87 |
|
|
2022
Q3 | $3.31M | Buy |
+15,910
| New | +$3.31M | 0.24% | 84 |
|
|
2022
Q1 | $3.36M | Buy |
+15,776
| New | +$3.36M | 0.23% | 94 |
|