WMG Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
1,263
-7
| -0.6% | -$2.49K | 0.17% | 89 |
|
|
2025
Q1 | $445K | Buy |
1,270
+10
| +0.8% | +$3.51K | 0.19% | 79 |
|
|
2024
Q4 | $398K | Buy |
1,260
+227
| +22% | +$71.7K | 0.17% | 85 |
|
|
2024
Q3 | $284K | Sell |
1,033
-16
| -2% | -$4.4K | 0.13% | 117 |
|
|
2024
Q2 | $275K | Buy |
1,049
+15
| +1% | +$3.94K | 0.15% | 106 |
|
|
2024
Q1 | $289K | Buy |
+1,034
| New | +$289K | 0.17% | 97 |
|