Westfuller Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $703K | Sell |
1,980
-132
| -6% | -$46.9K | 0.4% | 58 |
|
2025
Q1 | $740K | Buy |
2,112
+603
| +40% | +$211K | 0.49% | 47 |
|
2024
Q4 | $477K | Sell |
1,509
-80
| -5% | -$25.3K | 0.3% | 63 |
|
2024
Q3 | $437K | Buy |
+1,589
| New | +$437K | 0.31% | 59 |
|
2024
Q1 | $397K | Buy |
+1,424
| New | +$397K | 0.48% | 47 |
|