Wolff Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
3,154
| – | – | 0.29% | 37 |
|
|
2025
Q1 | $1.11M | Buy |
3,154
+550
| +21% | +$193K | 0.31% | 38 |
|
|
2024
Q4 | $823K | Hold |
2,604
| – | – | 0.23% | 44 |
|
|
2024
Q3 | $716K | Hold |
2,604
| – | – | 0.19% | 51 |
|
|
2024
Q2 | $683K | Buy |
2,604
+1
| +0% | +$262 | 0.5% | 22 |
|
|
2024
Q1 | $727K | Hold |
2,603
| – | – | 0.21% | 52 |
|
|
2023
Q4 | $678K | Hold |
2,603
| – | – | 0.21% | 54 |
|
|
2023
Q3 | $599K | Hold |
2,603
| – | – | 0.2% | 54 |
|
|
2023
Q2 | $618K | Buy |
2,603
+1
| +0% | +$237 | 0.54% | 22 |
|
|
2023
Q1 | $587K | Hold |
2,602
| – | – | 0.2% | 61 |
|
|
2022
Q4 | $541K | Sell |
2,602
-13
| -0.5% | -$2.7K | 0.2% | 63 |
|
|
2022
Q3 | $464K | Hold |
2,615
| – | – | 0.21% | 67 |
|
|
2022
Q2 | $515K | Hold |
2,615
| – | – | 0.23% | 67 |
|
|
2022
Q1 | $580K | Buy |
2,615
+1
| +0% | +$222 | 0.23% | 63 |
|
|
2021
Q4 | $567K | Sell |
2,614
-12
| -0.5% | -$2.6K | 0.21% | 64 |
|
|
2021
Q3 | $585K | Buy |
+2,626
| New | +$585K | 0.51% | 22 |
|
|
2021
Q1 | $555K | Sell |
2,620
-91
| -3% | -$19.3K | 0.25% | 61 |
|
|
2020
Q4 | $593K | Buy |
2,711
+91
| +3% | +$19.9K | 0.31% | 52 |
|
|
2020
Q3 | $524K | Buy |
2,620
+1
| +0% | +$200 | 0.31% | 53 |
|
|
2020
Q2 | $506K | Hold |
2,619
| – | – | 0.32% | 54 |
|
|
2020
Q1 | $422K | Hold |
2,619
| – | – | 0.32% | 56 |
|
|
2019
Q4 | $492K | Buy |
2,619
+1
| +0% | +$188 | 0.33% | 52 |
|
|
2019
Q3 | $450K | Sell |
2,618
-1
| -0% | -$172 | 0.33% | 53 |
|
|
2019
Q2 | $454K | Hold |
2,619
| – | – | 0.35% | 52 |
|
|
2019
Q1 | $409K | Buy |
2,619
+1
| +0% | +$156 | 0.34% | 55 |
|
|
2018
Q4 | $345K | Buy |
+2,618
| New | +$345K | 0.34% | 59 |
|