WAS
Winch Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Sell |
18,670
-395
| -2% | -$140K | 1.62% | 16 |
|
|
2025
Q1 | $6.68M | Sell |
19,065
-505
| -3% | -$177K | 1.77% | 13 |
|
|
2024
Q4 | $6.18M | Sell |
19,570
-194
| -1% | -$61.3K | 1.61% | 14 |
|
|
2024
Q3 | $5.43M | Sell |
19,764
-281
| -1% | -$77.3K | 1.5% | 14 |
|
|
2024
Q2 | $5.26M | Buy |
20,045
+240
| +1% | +$63K | 1.5% | 14 |
|
|
2024
Q1 | $5.53M | Sell |
19,805
-250
| -1% | -$69.8K | 1.69% | 14 |
|
|
2023
Q4 | $5.22M | Sell |
20,055
-400
| -2% | -$104K | 1.73% | 14 |
|
|
2023
Q3 | $4.71M | Sell |
20,455
-269
| -1% | -$61.9K | 1.73% | 13 |
|
|
2023
Q2 | $4.92M | Sell |
20,724
-776
| -4% | -$184K | 1.77% | 13 |
|
|
2023
Q1 | $4.85M | Sell |
21,500
-513
| -2% | -$116K | 1.88% | 13 |
|
|
2022
Q4 | $4.57M | Sell |
22,013
-2,801
| -11% | -$582K | 1.95% | 13 |
|
|
2022
Q3 | $4.41M | Sell |
24,814
-292
| -1% | -$51.9K | 1.89% | 13 |
|
|
2022
Q2 | $4.94M | Sell |
25,106
-1,025
| -4% | -$202K | 2.02% | 13 |
|
|
2022
Q1 | $5.8M | Sell |
26,131
-2,217
| -8% | -$492K | 2.01% | 13 |
|
|
2021
Q4 | $6.14M | Buy |
28,348
+13
| +0% | +$2.82K | 2.03% | 14 |
|
|
2021
Q3 | $6.31M | Sell |
28,335
-102
| -0.4% | -$22.7K | 2.2% | 15 |
|
|
2021
Q2 | $6.65M | Sell |
28,437
-42
| -0.1% | -$9.82K | 2.39% | 15 |
|
|
2021
Q1 | $6.03M | Buy |
28,479
+325
| +1% | +$68.8K | 2.42% | 13 |
|
|
2020
Q4 | $6.16M | Buy |
28,154
+111
| +0.4% | +$24.3K | 2.56% | 13 |
|
|
2020
Q3 | $5.61M | Sell |
28,043
-78
| -0.3% | -$15.6K | 2.37% | 12 |
|
|
2020
Q2 | $5.43M | Buy |
28,121
+9,537
| +51% | +$1.84M | 2.58% | 11 |
|
|
2020
Q1 | $2.99M | Buy |
18,584
+2,157
| +13% | +$348K | 1.49% | 12 |
|
|
2019
Q4 | $3.09M | Buy |
16,427
+32
| +0.2% | +$6.01K | 1.46% | 20 |
|
|
2019
Q3 | $2.82M | Buy |
16,395
+853
| +5% | +$147K | 1.47% | 19 |
|
|
2019
Q2 | $2.7M | Buy |
15,542
+559
| +4% | +$97K | 1.41% | 23 |
|
|
2019
Q1 | $2.34M | Buy |
14,983
+1,218
| +9% | +$190K | 1.29% | 27 |
|
|
2018
Q4 | $1.82M | Sell |
13,765
-280
| -2% | -$36.9K | 1.01% | 27 |
|
|
2018
Q3 | $2.11M | Buy |
14,045
+951
| +7% | +$143K | 1.06% | 34 |
|
|
2018
Q2 | $1.73M | Buy |
13,094
+2,686
| +26% | +$356K | 0.93% | 36 |
|
|
2018
Q1 | $1.25M | Buy |
10,408
+2,690
| +35% | +$322K | 0.73% | 39 |
|
|
2017
Q4 | $880K | Buy |
7,718
+1,464
| +23% | +$167K | 0.53% | 45 |
|
|
2017
Q3 | $661K | Buy |
+6,254
| New | +$661K | 0.43% | 45 |
|
|
2016
Q1 | – | Sell |
-5,652
| Closed | -$438K | – | 276 |
|
|
2015
Q4 | $438K | Sell |
5,652
-420
| -7% | -$32.5K | 0.5% | 22 |
|
|
2015
Q3 | $423K | Buy |
6,072
+87
| +1% | +$6.06K | 0.62% | 27 |
|
|
2015
Q2 | $402K | Buy |
+5,985
| New | +$402K | 0.22% | 75 |
|
|
2015
Q1 | – | Sell |
-8,610
| Closed | -$2.26M | – | 319 |
|
|
2014
Q4 | $2.26M | Buy |
8,610
+8,459
| +5,602% | +$2.22M | 1.23% | 16 |
|
|
2014
Q3 | $32K | Hold |
151
| – | – | 0.02% | 91 |
|
|
2014
Q2 | $32K | Hold |
151
| – | – | 0.02% | 109 |
|
|
2014
Q1 | $33K | Buy |
+151
| New | +$33K | 0.02% | 118 |
|