WFC
V icon

Western Financial Corp’s Visa V Stock Holding History

Western Financial Corp’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,555
Closed -$545K – 150
2025
Q4 		$545K Buy
1,555
+69
+5% +$23.5K 0.22% 84
2025
Q3 		$507K Buy
1,486
+42
+3% +$14.5K 0.22% 88
2025
Q2 		$513K Buy
1,444
+26
+2% +$9.06K 0.27% 88
2025
Q1 		$497K Buy
1,418
+78
+6% +$26.4K 0.29% 86
2024
Q4 		$423K Buy
1,340
+288
+27% +$86.6K 0.23% 96
2024
Q3 		$289K Buy
1,052
+10
+1% +$2.7K 0.16% 106
2024
Q2 		$274K Hold
1,042
– – 0.17% 100
2024
Q1 		$291K Buy
1,042
+245
+31% +$67.6K 0.18% 100
2023
Q4 		$207K Buy
+797
New +$196K 0.14% 108
2021
Q1 		– Sell
-4,343
Closed -$950K – 97
2020
Q4 		$950K Buy
+4,343
New +$889K 0.62% 22

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T. Rowe Price Associates
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VPM
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TCI Fund Management
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