WOSD
WFA of San Diego’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
+325
| New | +$115K | 0.09% | 128 |
|
|
2024
Q3 | $89.4K | Hold |
325
| – | – | 0.08% | 135 |
|
|
2024
Q2 | $85.3K | Buy |
+325
| New | +$85.3K | 0.08% | 131 |
|
|
2023
Q3 | $74.8K | Hold |
325
| – | – | 0.08% | 137 |
|
|
2023
Q2 | $77.2K | Buy |
+325
| New | +$77.2K | 0.08% | 131 |
|
|
2023
Q1 | – | Sell |
-320
| Closed | -$66.5K | – | 403 |
|
|
2022
Q4 | $66.5K | Buy |
+320
| New | +$66.5K | 0.05% | 168 |
|
|
2022
Q3 | – | Sell |
-341
| Closed | -$67K | – | 379 |
|
|
2022
Q2 | $67K | Buy |
+341
| New | +$67K | 0.06% | 151 |
|
|
2021
Q1 | – | Sell |
-320
| Closed | -$218 | – | 126 |
|
|
2020
Q4 | $218 | Buy |
+320
| New | +$218 | 0.06% | 47 |
|
|
2020
Q3 | – | Sell |
-4,046
| Closed | -$832K | – | 236 |
|
|
2020
Q2 | $832K | Buy |
+4,046
| New | +$832K | 0.19% | 113 |
|