WealthPlan Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.53M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $538K | Sell |
|
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|
2024
Q3 | $560K | Sell |
|
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|
2024
Q2 | $1.66M | Buy |
|
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|
2024
Q1 | $1.69M | Buy |
|
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|
2023
Q4 | $1.5M | Buy |
|
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $644K | Sell |
|
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|
2023
Q1 | $1.15M | Sell |
|
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|
2022
Q4 | $3.47M | Sell |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q1 | $3.36M | Buy |
|