WCWM
Willow Creek Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
4,767
+49
| +1% | +$17.4K | 0.15% | 57 |
|
|
2025
Q1 | $1.65M | Buy |
4,718
+10
| +0.2% | +$3.51K | 0.16% | 54 |
|
|
2024
Q4 | $1.49M | Sell |
4,708
-29
| -0.6% | -$9.17K | 0.15% | 57 |
|
|
2024
Q3 | $1.3M | Buy |
4,737
+18
| +0.4% | +$4.95K | 0.14% | 58 |
|
|
2024
Q2 | $1.24M | Sell |
4,719
-69
| -1% | -$18.1K | 0.14% | 59 |
|
|
2024
Q1 | $1.34M | Buy |
4,788
+24
| +0.5% | +$6.7K | 0.16% | 57 |
|
|
2023
Q4 | $1.24M | Buy |
4,764
+406
| +9% | +$106K | 0.16% | 60 |
|
|
2023
Q3 | $1M | Sell |
4,358
-17
| -0.4% | -$3.91K | 0.15% | 58 |
|
|
2023
Q2 | $1.04M | Buy |
4,375
+35
| +0.8% | +$8.31K | 0.15% | 59 |
|
|
2023
Q1 | $978K | Hold |
4,340
| – | – | 0.15% | 53 |
|
|
2022
Q4 | $902K | Sell |
4,340
-33
| -0.8% | -$6.86K | 0.15% | 52 |
|
|
2022
Q3 | $777K | Buy |
4,373
+33
| +0.8% | +$5.86K | 0.15% | 59 |
|
|
2022
Q2 | $855K | Sell |
4,340
-87
| -2% | -$17.1K | 0.16% | 57 |
|
|
2022
Q1 | $982K | Sell |
4,427
-11
| -0.2% | -$2.44K | 0.2% | 46 |
|
|
2021
Q4 | $962K | Sell |
4,438
-8
| -0.2% | -$1.73K | 0.2% | 44 |
|
|
2021
Q3 | $990K | Hold |
4,446
| – | – | 0.22% | 39 |
|
|
2021
Q2 | $1.04M | Buy |
4,446
+65
| +1% | +$15.2K | 0.25% | 37 |
|
|
2021
Q1 | $928K | Buy |
4,381
+30
| +0.7% | +$6.36K | 0.34% | 28 |
|
|
2020
Q4 | $952K | Hold |
4,351
| – | – | 0.36% | 27 |
|
|
2020
Q3 | $870K | Sell |
4,351
-37
| -0.8% | -$7.4K | 0.36% | 27 |
|
|
2020
Q2 | $848K | Sell |
4,388
-41
| -0.9% | -$7.92K | 0.38% | 26 |
|
|
2020
Q1 | $714K | Buy |
4,429
+4
| +0.1% | +$645 | 0.36% | 26 |
|
|
2019
Q4 | $831K | Sell |
4,425
-166
| -4% | -$31.2K | 0.38% | 26 |
|
|
2019
Q3 | $790K | Buy |
4,591
+327
| +8% | +$56.3K | 0.37% | 26 |
|
|
2019
Q2 | $740K | Hold |
4,264
| – | – | 0.35% | 28 |
|
|
2019
Q1 | $666K | Buy |
4,264
+205
| +5% | +$32K | 0.34% | 29 |
|
|
2018
Q4 | $536K | Hold |
4,059
| – | – | 0.28% | 31 |
|
|
2018
Q3 | $609K | Sell |
4,059
-87
| -2% | -$13.1K | 0.34% | 29 |
|
|
2018
Q2 | $549K | Buy |
4,146
+62
| +2% | +$8.21K | 0.31% | 29 |
|
|
2018
Q1 | $489K | Buy |
+4,084
| New | +$489K | 0.26% | 34 |
|