WAM
WFA Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
2,094
-169
| -7% | -$44.4K | 0.31% | 26 |
|
|
2025
Q1 | $632K | Buy |
2,263
+161
| +8% | +$44.9K | 0.33% | 25 |
|
|
2024
Q4 | $664K | Buy |
2,102
+4
| +0.2% | +$1.26K | 0.36% | 23 |
|
|
2024
Q3 | $577K | Buy |
2,098
+4
| +0.2% | +$1.1K | 0.31% | 25 |
|
|
2024
Q2 | $550K | Sell |
2,094
-169
| -7% | -$44.4K | 0.31% | 26 |
|
|
2024
Q1 | $632K | Buy |
2,263
+100
| +5% | +$27.9K | 0.33% | 25 |
|
|
2023
Q4 | $563K | Buy |
2,163
+5
| +0.2% | +$1.3K | 0.31% | 27 |
|
|
2023
Q3 | $496K | Sell |
2,158
-71
| -3% | -$16.3K | 0.29% | 31 |
|
|
2023
Q2 | $529K | Buy |
2,229
+4
| +0.2% | +$950 | 0.31% | 29 |
|
|
2023
Q1 | $502K | Buy |
2,225
+5
| +0.2% | +$1.13K | 0.31% | 31 |
|
|
2022
Q4 | $461K | Buy |
2,220
+4
| +0.2% | +$831 | 0.3% | 31 |
|
|
2022
Q3 | $394K | Buy |
2,216
+154
| +7% | +$27.4K | 0.28% | 28 |
|
|
2022
Q2 | $406K | Sell |
2,062
-4
| -0.2% | -$787 | 0.28% | 26 |
|
|
2022
Q1 | $458K | Buy |
2,066
+12
| +0.6% | +$2.66K | 0.3% | 26 |
|
|
2021
Q4 | $445K | Buy |
+2,054
| New | +$445K | 0.29% | 25 |
|