Western 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 | $10.9M | Buy |
30,713
+672
| +2% | +$239K | 0.65% | 28 |
|
|
2025
Q1 | $10.5M | Buy |
30,041
+600
| +2% | +$210K | 0.7% | 27 |
|
|
2024
Q4 | $9.3M | Sell |
29,441
-6,481
| -18% | -$2.05M | 0.61% | 32 |
|
|
2024
Q3 | $9.88M | Buy |
35,922
+6,202
| +21% | +$1.71M | 0.56% | 36 |
|
|
2024
Q2 | $7.8M | Buy |
29,720
+628
| +2% | +$165K | 0.58% | 35 |
|
|
2024
Q1 | $8.12M | Sell |
29,092
-6,580
| -18% | -$1.84M | 0.63% | 30 |
|
|
2023
Q4 | $9.29M | Buy |
35,672
+353
| +1% | +$91.9K | 0.67% | 29 |
|
|
2023
Q3 | $8.12M | Buy |
35,319
+1,674
| +5% | +$385K | 0.69% | 27 |
|
|
2023
Q2 | $7.99M | Buy |
33,645
+899
| +3% | +$213K | 0.68% | 27 |
|
|
2023
Q1 | $7.38M | Buy |
32,746
+390
| +1% | +$87.9K | 0.69% | 24 |
|
|
2022
Q4 | $6.72M | Sell |
32,356
-23,408
| -42% | -$4.86M | 0.69% | 26 |
|
|
2022
Q3 | $10.1M | Buy |
55,764
+106
| +0.2% | +$19.2K | 0.58% | 32 |
|
|
2022
Q2 | $11M | Sell |
55,658
-3,111
| -5% | -$616K | 0.63% | 24 |
|
|
2022
Q1 | $13M | Buy |
58,769
+32,495
| +124% | +$7.21M | 0.63% | 28 |
|
|
2021
Q4 | $5.7M | Buy |
+26,274
| New | +$5.7M | 0.56% | 31 |
|
|
2021
Q2 | $6.61M | Buy |
28,260
+5,767
| +26% | +$1.35M | 0.68% | 23 |
|
|
2021
Q1 | $4.76M | Sell |
22,493
-323
| -1% | -$68.4K | 0.64% | 24 |
|
|
2020
Q4 | $4.99M | Buy |
22,816
+262
| +1% | +$57.3K | 0.73% | 21 |
|
|
2020
Q3 | $4.51M | Buy |
22,554
+1,387
| +7% | +$277K | 0.74% | 24 |
|
|
2020
Q2 | $4.09M | Buy |
21,167
+191
| +0.9% | +$36.9K | 0.74% | 25 |
|
|
2020
Q1 | $3.38M | Buy |
20,976
+177
| +0.9% | +$28.5K | 0.77% | 23 |
|
|
2019
Q4 | $3.91M | Buy |
20,799
+693
| +3% | +$130K | 0.59% | 40 |
|
|
2019
Q3 | $3.46M | Buy |
20,106
+196
| +1% | +$33.7K | 0.72% | 24 |
|
|
2019
Q2 | $3.45M | Sell |
19,910
-176
| -0.9% | -$30.5K | 0.45% | 45 |
|
|
2019
Q1 | $3.13M | Buy |
20,086
+308
| +2% | +$48K | 0.7% | 27 |
|
|
2018
Q4 | $2.61M | Buy |
+19,778
| New | +$2.61M | 0.7% | 24 |
|