WealthPLAN 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 | $1.13M | Sell |
3,171
-440
| -12% | -$156K | 0.18% | 117 |
|
|
2025
Q1 | $1.27M | Sell |
3,611
-315
| -8% | -$110K | 0.18% | 110 |
|
|
2024
Q4 | $1.24M | Sell |
3,926
-1,848
| -32% | -$584K | 0.18% | 116 |
|
|
2024
Q3 | $1.59M | Sell |
5,774
-8,409
| -59% | -$2.31M | 0.21% | 105 |
|
|
2024
Q2 | $3.72M | Buy |
14,183
+254
| +2% | +$66.7K | 0.4% | 75 |
|
|
2024
Q1 | $3.89M | Buy |
13,929
+2,451
| +21% | +$684K | 0.4% | 78 |
|
|
2023
Q4 | $2.99M | Buy |
11,478
+313
| +3% | +$81.5K | 0.31% | 90 |
|
|
2023
Q3 | $2.57M | Buy |
11,165
+5,142
| +85% | +$1.18M | 0.3% | 88 |
|
|
2023
Q2 | $1.43M | Sell |
6,023
-3,928
| -39% | -$933K | 0.2% | 114 |
|
|
2023
Q1 | $2.24M | Sell |
9,951
-5,241
| -34% | -$1.18M | 0.26% | 87 |
|
|
2022
Q4 | $3.48M | Buy |
+15,192
| New | +$3.48M | 0.24% | 87 |
|
|
2022
Q1 | $3.36M | Buy |
15,776
+2,882
| +22% | +$614K | 0.23% | 94 |
|
|
2021
Q4 | $2.92M | Buy |
12,894
+592
| +5% | +$134K | 0.19% | 97 |
|
|
2021
Q3 | $2.55M | Buy |
12,302
+574
| +5% | +$119K | 0.17% | 107 |
|
|
2021
Q2 | $2.76M | Buy |
11,728
+1,292
| +12% | +$304K | 0.19% | 90 |
|
|
2021
Q1 | $2.42M | Buy |
10,436
+1,082
| +12% | +$251K | 0.19% | 89 |
|
|
2020
Q4 | $1.96M | Buy |
9,354
+4,132
| +79% | +$864K | 0.17% | 99 |
|
|
2020
Q3 | $1.09M | Sell |
5,222
-263
| -5% | -$54.8K | 0.11% | 117 |
|
|
2020
Q2 | $1.08M | Sell |
5,485
-65
| -1% | -$12.8K | 0.11% | 115 |
|
|
2020
Q1 | $1M | Buy |
5,550
+2,477
| +81% | +$448K | 0.13% | 106 |
|
|
2019
Q4 | $637K | Buy |
3,073
+358
| +13% | +$74.2K | 0.08% | 143 |
|
|
2019
Q3 | $487K | Buy |
2,715
+202
| +8% | +$36.2K | 0.07% | 152 |
|
|
2019
Q2 | $449K | Sell |
2,513
-1,682
| -40% | -$301K | 0.07% | 153 |
|
|
2019
Q1 | $683K | Sell |
4,195
-454
| -10% | -$73.9K | 0.11% | 129 |
|
|
2018
Q4 | $673K | Buy |
4,649
+284
| +7% | +$41.1K | 0.11% | 127 |
|
|
2018
Q3 | $582K | Sell |
4,365
-450
| -9% | -$60K | 0.11% | 133 |
|
|
2018
Q2 | $637K | Buy |
4,815
+193
| +4% | +$25.5K | 0.13% | 125 |
|
|
2018
Q1 | $553K | Buy |
4,622
+127
| +3% | +$15.2K | 0.12% | 133 |
|
|
2017
Q4 | $513K | Sell |
4,495
-903
| -17% | -$103K | 0.14% | 124 |
|
|
2017
Q3 | $568K | Sell |
5,398
-669
| -11% | -$70.4K | 0.16% | 108 |
|
|
2017
Q2 | $569K | Buy |
6,067
+5,750
| +1,814% | +$539K | 0.16% | 99 |
|
|
2017
Q1 | $28.2K | Buy |
+317
| New | +$28.2K | 0.1% | 150 |
|
|
2016
Q3 | $168K | Sell |
2,026
-1,456
| -42% | -$120K | 0.05% | 165 |
|
|
2016
Q2 | $148K | Buy |
+3,482
| New | +$148K | 0.02% | 482 |
|
|
2015
Q4 | $74.8K | Buy |
+2,889
| New | +$74.8K | 0.01% | 507 |
|
|
2015
Q2 | $37K | Sell |
551
-70
| -11% | -$4.7K | 0.02% | 207 |
|
|
2015
Q1 | $41K | Buy |
+621
| New | +$41K | 0.02% | 261 |
|