Westshore Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Hold |
1,401
| – | – | 0.19% | 45 |
|
|
2025
Q1 | $491K | Buy |
1,401
+1
| +0.1% | +$350 | 0.21% | 39 |
|
|
2024
Q4 | $442K | Buy |
1,400
+1
| +0.1% | +$316 | 0.18% | 45 |
|
|
2024
Q3 | $385K | Buy |
1,399
+1
| +0.1% | +$275 | 0.16% | 53 |
|
|
2024
Q2 | $367K | Buy |
1,398
+1
| +0.1% | +$262 | 0.15% | 48 |
|
|
2024
Q1 | $390K | Hold |
1,397
| – | – | 0.16% | 50 |
|
|
2023
Q4 | $364K | Sell |
1,397
-48
| -3% | -$12.5K | 0.17% | 46 |
|
|
2023
Q3 | $332K | Buy |
1,445
+26
| +2% | +$5.98K | 0.18% | 46 |
|
|
2023
Q2 | $337K | Sell |
1,419
-22
| -2% | -$5.22K | 0.17% | 56 |
|
|
2023
Q1 | $325K | Buy |
1,441
+13
| +0.9% | +$2.93K | 0.17% | 63 |
|
|
2022
Q4 | $297K | Hold |
1,428
| – | – | 0.17% | 70 |
|
|
2022
Q3 | $254K | Buy |
1,428
+60
| +4% | +$10.7K | 0.17% | 69 |
|
|
2022
Q2 | $269K | Hold |
1,368
| – | – | 0.18% | 68 |
|
|
2022
Q1 | $303K | Buy |
1,368
+129
| +10% | +$28.6K | 0.2% | 60 |
|
|
2021
Q4 | $269K | Hold |
1,239
| – | – | 0.18% | 68 |
|
|
2021
Q3 | $276K | Sell |
1,239
-484
| -28% | -$108K | 0.22% | 63 |
|
|
2021
Q2 | $403K | Hold |
1,723
| – | – | 0.21% | 78 |
|
|
2021
Q1 | $365K | Buy |
+1,723
| New | +$365K | 0.21% | 80 |
|