Wealthstar Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Sell |
568
-121
| -18% | -$43K | 0.08% | 136 |
|
2025
Q1 | $241K | Buy |
+689
| New | +$241K | 0.11% | 123 |
|
2023
Q4 | – | Sell |
-900
| Closed | -$207K | – | 137 |
|
2023
Q3 | $207K | Buy |
+900
| New | +$207K | 0.08% | 107 |
|
2022
Q1 | – | Sell |
-948
| Closed | -$205K | – | 104 |
|
2021
Q4 | $205K | Buy |
948
+23
| +2% | +$4.97K | 0.07% | 83 |
|
2021
Q3 | $204K | Buy |
925
+39
| +4% | +$8.6K | 0.06% | 87 |
|
2021
Q2 | $209K | Buy |
+886
| New | +$209K | 0.07% | 95 |
|