WealthShield 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 | $5.05M | Sell |
14,236
-187
| -1% | -$66.4K | 0.61% | 47 |
|
|
2025
Q1 | $5.05M | Buy |
14,423
+1,195
| +9% | +$419K | 0.65% | 43 |
|
|
2024
Q4 | $4.18M | Sell |
13,228
-342
| -3% | -$108K | 0.59% | 43 |
|
|
2024
Q3 | $3.73M | Buy |
13,570
+1,084
| +9% | +$298K | 0.51% | 55 |
|
|
2024
Q2 | $3.28M | Buy |
12,486
+850
| +7% | +$223K | 0.5% | 58 |
|
|
2024
Q1 | $3.25M | Sell |
11,636
-64
| -0.5% | -$17.9K | 0.53% | 48 |
|
|
2023
Q4 | $3.05M | Buy |
11,700
+249
| +2% | +$64.8K | 0.5% | 50 |
|
|
2023
Q3 | $2.63M | Sell |
11,451
-1,953
| -15% | -$449K | 0.4% | 67 |
|
|
2023
Q2 | $3.18M | Buy |
13,404
+1,692
| +14% | +$402K | 0.48% | 53 |
|
|
2023
Q1 | $2.64M | Buy |
+11,712
| New | +$2.64M | 0.43% | 61 |
|
|
2022
Q4 | – | Sell |
-8,931
| Closed | -$1.59M | – | 312 |
|
|
2022
Q3 | $1.59M | Buy |
8,931
+542
| +6% | +$96.3K | 0.31% | 86 |
|
|
2022
Q2 | $1.65M | Buy |
8,389
+540
| +7% | +$106K | 0.33% | 76 |
|
|
2022
Q1 | $1.74M | Buy |
7,849
+1,353
| +21% | +$300K | 0.28% | 86 |
|
|
2021
Q4 | $1.41M | Sell |
6,496
-1,702
| -21% | -$369K | 0.23% | 93 |
|
|
2021
Q3 | $1.83M | Buy |
8,198
+405
| +5% | +$90.2K | 0.49% | 51 |
|
|
2021
Q2 | $1.82M | Buy |
7,793
+2,525
| +48% | +$590K | 0.29% | 70 |
|
|
2021
Q1 | $1.12M | Sell |
5,268
-1,331
| -20% | -$282K | 0.2% | 91 |
|
|
2020
Q4 | $1.44M | Sell |
6,599
-45
| -0.7% | -$9.84K | 0.27% | 86 |
|
|
2020
Q3 | $1.33M | Buy |
6,644
+1,708
| +35% | +$342K | 0.47% | 57 |
|
|
2020
Q2 | $953K | Buy |
+4,936
| New | +$953K | 0.44% | 55 |
|