WP
Wealthspan Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
852
-13
| -2% | -$4.62K | 0.13% | 92 |
|
|
2025
Q1 | $303K | Sell |
865
-25
| -3% | -$8.76K | 0.14% | 91 |
|
|
2024
Q4 | $281K | Sell |
890
-13
| -1% | -$4.11K | 0.13% | 92 |
|
|
2024
Q3 | $248K | Sell |
903
-6
| -0.7% | -$1.65K | 0.12% | 95 |
|
|
2024
Q2 | $238K | Sell |
909
-16
| -2% | -$4.2K | 0.13% | 90 |
|
|
2024
Q1 | $258K | Sell |
925
-4
| -0.4% | -$1.12K | 0.15% | 85 |
|
|
2023
Q4 | $242K | Sell |
929
-6
| -0.6% | -$1.56K | 0.17% | 76 |
|
|
2023
Q3 | $215K | Sell |
935
-30
| -3% | -$6.9K | 0.17% | 75 |
|
|
2023
Q2 | $229K | Sell |
965
-152
| -14% | -$36.1K | 0.18% | 72 |
|
|
2023
Q1 | $252K | Sell |
1,117
-253
| -18% | -$57.1K | 0.22% | 65 |
|
|
2022
Q4 | $285K | Sell |
1,370
-83
| -6% | -$17.2K | 0.26% | 61 |
|
|
2022
Q3 | $258K | Sell |
1,453
-11
| -0.8% | -$1.95K | 0.27% | 60 |
|
|
2022
Q2 | $288K | Sell |
1,464
-324
| -18% | -$63.7K | 0.3% | 54 |
|
|
2022
Q1 | $397K | Sell |
1,788
-201
| -10% | -$44.6K | 0.36% | 46 |
|
|
2021
Q4 | $431K | Buy |
+1,989
| New | +$431K | 0.38% | 44 |
|