WAG
Wiser Advisor Group’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Buy |
589
+1
| +0.2% | +$355 | 0.36% | 38 |
|
2025
Q1 | $206K | Buy |
588
+1
| +0.2% | +$350 | 0.3% | 47 |
|
2024
Q4 | $185K | Buy |
587
+1
| +0.2% | +$316 | 0.27% | 51 |
|
2024
Q3 | $161K | Sell |
586
-24
| -4% | -$6.59K | 0.24% | 52 |
|
2024
Q2 | $160K | Sell |
610
-34
| -5% | -$8.92K | 0.25% | 52 |
|
2024
Q1 | $180K | Buy |
644
+25
| +4% | +$6.99K | 0.28% | 53 |
|
2023
Q4 | $161K | Buy |
+619
| New | +$161K | 0.27% | 54 |
|