Wealthspire Advisors (New York)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32M | Buy |
26,257
+371
| +1% | +$132K | 0.05% | 124 |
|
|
2025
Q1 | $9.07M | Buy |
25,886
+1,537
| +6% | +$539K | 0.05% | 120 |
|
|
2024
Q4 | $7.7M | Sell |
24,349
-2,146
| -8% | -$678K | 0.08% | 121 |
|
|
2024
Q3 | $7.28M | Buy |
26,495
+841
| +3% | +$231K | 0.07% | 126 |
|
|
2024
Q2 | $6.73M | Buy |
25,654
+4,533
| +21% | +$1.19M | 0.09% | 97 |
|
|
2024
Q1 | $5.89M | Sell |
21,121
-359
| -2% | -$100K | 0.08% | 105 |
|
|
2023
Q4 | $5.59M | Buy |
21,480
+2,923
| +16% | +$761K | 0.08% | 108 |
|
|
2023
Q3 | $4.27M | Buy |
18,557
+782
| +4% | +$180K | 0.07% | 112 |
|
|
2023
Q2 | $4.22M | Buy |
17,775
+2,577
| +17% | +$612K | 0.07% | 105 |
|
|
2023
Q1 | $3.43M | Sell |
15,198
-4,296
| -22% | -$969K | 0.06% | 113 |
|
|
2022
Q4 | $4.05M | Buy |
19,494
+4,416
| +29% | +$917K | 0.07% | 109 |
|
|
2022
Q3 | $2.68M | Buy |
15,078
+315
| +2% | +$56K | 0.06% | 120 |
|
|
2022
Q2 | $2.91M | Buy |
14,763
+7,032
| +91% | +$1.38M | 0.06% | 116 |
|
|
2022
Q1 | $1.72M | Sell |
7,731
-11,784
| -60% | -$2.61M | 0.04% | 139 |
|
|
2021
Q4 | $4.23M | Sell |
19,515
-6,767
| -26% | -$1.47M | 0.09% | 88 |
|
|
2021
Q3 | $5.85M | Buy |
26,282
+14,986
| +133% | +$3.34M | 0.12% | 86 |
|
|
2021
Q2 | $2.64M | Sell |
11,296
-32,411
| -74% | -$7.58M | 0.07% | 96 |
|
|
2021
Q1 | $9.25M | Buy |
43,707
+6,881
| +19% | +$1.46M | 0.22% | 57 |
|
|
2020
Q4 | $8.06M | Buy |
36,826
+8,679
| +31% | +$1.9M | 0.24% | 57 |
|
|
2020
Q3 | $5.63M | Buy |
28,147
+3,244
| +13% | +$649K | 0.33% | 37 |
|
|
2020
Q2 | $4.81M | Sell |
24,903
-23,368
| -48% | -$4.51M | 0.34% | 37 |
|
|
2020
Q1 | $7.78M | Buy |
48,271
+35,887
| +290% | +$5.78M | 0.33% | 45 |
|
|
2019
Q4 | $2.33M | Buy |
12,384
+1,258
| +11% | +$236K | 0.17% | 35 |
|
|
2019
Q3 | $1.91M | Buy |
11,126
+6,674
| +150% | +$1.15M | 0.16% | 32 |
|
|
2019
Q2 | $773K | Buy |
+4,452
| New | +$773K | 0.07% | 39 |
|
|
2019
Q1 | – | Sell |
-2,842
| Closed | -$375K | – | 756 |
|
|
2018
Q4 | $375K | Buy |
+2,842
| New | +$375K | 0.04% | 44 |
|