Western Pacific Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
1,979
+1
| +0.1% | +$355 | 0.67% | 16 |
|
|
2025
Q1 | $693K | Sell |
1,978
-8
| -0.4% | -$2.8K | 0.63% | 16 |
|
|
2024
Q4 | $628K | Buy |
1,986
+336
| +20% | +$106K | 0.51% | 19 |
|
|
2024
Q3 | $454K | Hold |
1,650
| – | – | 0.3% | 26 |
|
|
2024
Q2 | $433K | Buy |
1,650
+1
| +0.1% | +$262 | 0.33% | 23 |
|
|
2024
Q1 | $460K | Buy |
1,649
+21
| +1% | +$5.86K | 0.33% | 22 |
|
|
2023
Q4 | $424K | Buy |
1,628
+30
| +2% | +$7.81K | 0.31% | 22 |
|
|
2023
Q3 | $368K | Buy |
1,598
+65
| +4% | +$15K | 0.3% | 22 |
|
|
2023
Q2 | $364K | Buy |
1,533
+400
| +35% | +$95K | 0.28% | 21 |
|
|
2023
Q1 | $255K | Buy |
1,133
+71
| +7% | +$16K | 0.2% | 27 |
|
|
2022
Q4 | $221K | Buy |
1,062
+488
| +85% | +$101K | 0.18% | 32 |
|
|
2022
Q3 | $101K | Buy |
574
+374
| +187% | +$65.8K | 0.1% | 51 |
|
|
2022
Q2 | $39K | Hold |
200
| – | – | 0.04% | 87 |
|
|
2022
Q1 | $44K | Sell |
200
-391
| -66% | -$86K | 0.03% | 101 |
|
|
2021
Q4 | $128K | Buy |
+591
| New | +$128K | 0.08% | 59 |
|