Whelan Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Buy |
2,570
+523
| +26% | +$186K | 0.33% | 27 |
|
|
2025
Q1 | $718K | Buy |
2,047
+806
| +65% | +$283K | 0.28% | 26 |
|
|
2024
Q4 | $392K | Buy |
1,241
+420
| +51% | +$133K | 0.15% | 36 |
|
|
2024
Q3 | $226K | Buy |
+821
| New | +$226K | 0.09% | 41 |
|
|
2024
Q2 | – | Sell |
-735
| Closed | -$205K | – | 42 |
|
|
2024
Q1 | $205K | Buy |
+735
| New | +$205K | 0.09% | 41 |
|