Windsor Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $370K | Sell |
1,608
-10
| -0.6% | -$2.3K | 0.07% | 113 |
|
|
2023
Q2 | $384K | Buy |
1,618
+28
| +2% | +$6.65K | 0.07% | 114 |
|
|
2023
Q1 | $360K | Sell |
1,590
-621
| -28% | -$141K | 0.07% | 112 |
|
|
2022
Q4 | $482K | Buy |
2,211
+21
| +1% | +$4.58K | 0.1% | 100 |
|
|
2022
Q3 | $403K | Sell |
2,190
-16
| -0.7% | -$2.94K | 0.1% | 100 |
|
|
2022
Q2 | $444K | Sell |
2,206
-3,431
| -61% | -$691K | 0.11% | 95 |
|
|
2022
Q1 | $1.22M | Sell |
5,637
-97
| -2% | -$21K | 0.23% | 85 |
|
|
2021
Q4 | $1.28M | Buy |
5,734
+337
| +6% | +$75K | 0.23% | 93 |
|
|
2021
Q3 | $1.24M | Buy |
5,397
+100
| +2% | +$23.1K | 0.26% | 85 |
|
|
2021
Q2 | $1.24M | Sell |
5,297
-753
| -12% | -$176K | 0.27% | 82 |
|
|
2021
Q1 | $1.28M | Buy |
6,050
+923
| +18% | +$195K | 0.31% | 66 |
|
|
2020
Q4 | $1.12M | Buy |
5,127
+6
| +0.1% | +$1.31K | 0.29% | 73 |
|
|
2020
Q3 | $989K | Buy |
5,121
+269
| +6% | +$52K | 0.29% | 75 |
|
|
2020
Q2 | $937K | Buy |
4,852
+197
| +4% | +$38K | 0.3% | 76 |
|
|
2020
Q1 | $750K | Buy |
4,655
+877
| +23% | +$141K | 0.3% | 78 |
|
|
2019
Q4 | $710K | Sell |
3,778
-13
| -0.3% | -$2.44K | 0.26% | 92 |
|
|
2019
Q3 | $644K | Sell |
3,791
-869
| -19% | -$148K | 0.28% | 91 |
|
|
2019
Q2 | $811K | Sell |
4,660
-152
| -3% | -$26.5K | 0.36% | 82 |
|
|
2019
Q1 | $752K | Sell |
4,812
-54
| -1% | -$8.44K | 0.42% | 72 |
|
|
2018
Q4 | $642K | Buy |
4,866
+17
| +0.4% | +$2.24K | 0.44% | 69 |
|
|
2018
Q3 | $728K | Buy |
4,849
+350
| +8% | +$52.5K | 0.47% | 62 |
|
|
2018
Q2 | $596K | Buy |
4,499
+540
| +14% | +$71.5K | 0.47% | 61 |
|
|
2018
Q1 | $474K | Sell |
3,959
-29
| -0.7% | -$3.47K | 0.4% | 68 |
|
|
2017
Q4 | $455K | Buy |
+3,988
| New | +$455K | 0.39% | 67 |
|