Widmann Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
765
+154
| +25% | +$54.7K | 0.19% | 93 |
|
|
2025
Q1 | $214K | Buy |
+611
| New | +$214K | 0.17% | 96 |
|
|
2024
Q3 | – | Sell |
-633
| Closed | -$166K | – | 133 |
|
|
2024
Q2 | $166K | Buy |
+633
| New | +$166K | 0.14% | 107 |
|
|
2022
Q1 | – | Sell |
-427
| Closed | -$92K | – | 441 |
|
|
2021
Q4 | $92K | Buy |
+427
| New | +$92K | 0.08% | 130 |
|