WA
Wealthstream Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
1,940
+514
| +36% | +$182K | 0.11% | 65 |
|
|
2025
Q1 | $500K | Buy |
1,426
+42
| +3% | +$14.7K | 0.09% | 79 |
|
|
2024
Q4 | $437K | Buy |
1,384
+173
| +14% | +$54.7K | 0.08% | 86 |
|
|
2024
Q3 | $333K | Buy |
1,211
+246
| +25% | +$67.6K | 0.06% | 97 |
|
|
2024
Q2 | $253K | Buy |
965
+11
| +1% | +$2.89K | 0.09% | 110 |
|
|
2024
Q1 | $266K | Buy |
954
+69
| +8% | +$19.3K | 0.1% | 103 |
|
|
2023
Q4 | $230K | Sell |
885
-60
| -6% | -$15.6K | 0.1% | 125 |
|
|
2023
Q3 | $217K | Buy |
+945
| New | +$217K | 0.11% | 95 |
|