WBG
Wharton Business Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
724
| – | – | 0.01% | 124 |
|
|
2025
Q1 | $254K | Hold |
724
| – | – | 0.01% | 123 |
|
|
2024
Q4 | $229K | Buy |
+724
| New | +$229K | 0.01% | 125 |
|
|
2024
Q3 | – | Sell |
-826
| Closed | -$217K | – | 148 |
|
|
2024
Q2 | $217K | Buy |
826
+48
| +6% | +$12.6K | 0.01% | 130 |
|
|
2024
Q1 | $217K | Hold |
778
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $203K | Buy |
+778
| New | +$203K | 0.01% | 129 |
|
|
2021
Q2 | – | Sell |
-1,439
| Closed | -$305K | – | 127 |
|
|
2021
Q1 | $305K | Sell |
1,439
-26
| -2% | -$5.51K | 0.02% | 101 |
|
|
2020
Q4 | $320K | Buy |
1,465
+119
| +9% | +$26K | 0.03% | 97 |
|
|
2020
Q3 | $269K | Hold |
1,346
| – | – | 0.02% | 99 |
|
|
2020
Q2 | $260K | Buy |
1,346
+100
| +8% | +$19.3K | 0.03% | 98 |
|
|
2020
Q1 | $201K | Hold |
1,246
| – | – | 0.02% | 96 |
|
|
2019
Q4 | $234K | Buy |
+1,246
| New | +$234K | 0.02% | 109 |
|