White Knight Strategic Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
4,558
-802
| -15% | -$285K | 1.38% | 19 |
|
|
2025
Q1 | $1.88M | Sell |
5,360
-6,841
| -56% | -$2.4M | 1.73% | 13 |
|
|
2024
Q4 | $3.86M | Buy |
12,201
+5,923
| +94% | +$1.87M | 1.61% | 14 |
|
|
2024
Q3 | $1.73M | Buy |
6,278
+856
| +16% | +$235K | 1.57% | 16 |
|
|
2024
Q2 | $1.42M | Sell |
5,422
-65
| -1% | -$17.1K | 1.42% | 19 |
|
|
2024
Q1 | $1.53M | Sell |
5,487
-121
| -2% | -$33.8K | 1.59% | 19 |
|
|
2023
Q4 | $1.46M | Sell |
5,608
-30
| -0.5% | -$7.81K | 1.68% | 17 |
|
|
2023
Q3 | $1.3M | Sell |
5,638
-35
| -0.6% | -$8.05K | 1.71% | 16 |
|
|
2023
Q2 | $1.35M | Sell |
5,673
-358
| -6% | -$85K | 1.58% | 17 |
|
|
2023
Q1 | $1.36M | Sell |
6,031
-100
| -2% | -$22.6K | 1.71% | 17 |
|
|
2022
Q4 | $1.27M | Sell |
6,131
-53
| -0.9% | -$11K | 1.75% | 15 |
|
|
2022
Q3 | $1.1M | Buy |
6,184
+8
| +0.1% | +$1.42K | 1.57% | 18 |
|
|
2022
Q2 | $1.22M | Buy |
6,176
+43
| +0.7% | +$8.47K | 1.68% | 17 |
|
|
2022
Q1 | $1.36M | Buy |
6,133
+245
| +4% | +$54.3K | 1.47% | 20 |
|
|
2021
Q4 | $1.28M | Buy |
+5,888
| New | +$1.28M | 1.33% | 22 |
|