WWS
Wellington Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.11M | Sell |
3,124
-1,472
| -32% | -$523K | 1.01% | 32 |
|
|
2024
Q3 | $1.33M | Buy |
+4,596
| New | +$1.33M | 1.01% | 29 |
|
|
2024
Q2 | – | Sell |
-3,299
| Closed | -$921K | – | 171 |
|
|
2024
Q1 | $921K | Sell |
3,299
-346
| -9% | -$96.6K | 0.43% | 66 |
|
|
2023
Q4 | $949K | Buy |
+3,645
| New | +$949K | 0.8% | 32 |
|
|
2020
Q4 | $949K | Buy |
+3,645
| New | +$949K | 0.8% | 32 |
|