Wheelhouse Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+581
| New | +$206K | 0.1% | 40 |
|
|
2025
Q1 | – | Sell |
-766
| Closed | -$242K | – | 43 |
|
|
2024
Q4 | $242K | Buy |
766
+36
| +5% | +$11.4K | 0.14% | 39 |
|
|
2024
Q3 | $201K | Buy |
+730
| New | +$201K | 0.13% | 41 |
|
|
2024
Q2 | – | Sell |
-728
| Closed | -$203K | – | 41 |
|
|
2024
Q1 | $203K | Buy |
+728
| New | +$203K | 0.16% | 36 |
|