Willner & Heller’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
3,739
-45
| -1% | -$16K | 1.12% | 22 |
|
|
2025
Q1 | $1.33M | Sell |
3,784
-95
| -2% | -$33.3K | 1.23% | 20 |
|
|
2024
Q4 | $1.23M | Buy |
3,879
+6
| +0.2% | +$1.9K | 1.07% | 21 |
|
|
2024
Q3 | $1.06M | Buy |
3,873
+101
| +3% | +$27.8K | 0.95% | 27 |
|
|
2024
Q2 | $990K | Buy |
3,772
+67
| +2% | +$17.6K | 0.95% | 30 |
|
|
2024
Q1 | $1.03M | Sell |
3,705
-14
| -0.4% | -$3.91K | 1.03% | 28 |
|
|
2023
Q4 | $968K | Buy |
+3,719
| New | +$968K | 1.08% | 26 |
|
|
2022
Q4 | $823K | Sell |
3,962
-92
| -2% | -$19.1K | 1.17% | 25 |
|
|
2022
Q3 | $720K | Sell |
4,054
-74
| -2% | -$13.1K | 1.16% | 27 |
|
|
2022
Q2 | $813K | Buy |
4,128
+52
| +1% | +$10.2K | 1.26% | 22 |
|
|
2022
Q1 | $883K | Buy |
4,076
+1,070
| +36% | +$232K | 1.09% | 21 |
|
|
2021
Q4 | $670K | Buy |
+3,006
| New | +$670K | 0.89% | 32 |
|