WF
WoodTrust Financial’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
5,541
+2,050
| +59% | +$728K | 0.25% | 58 |
|
|
2025
Q1 | $1.22M | Buy |
3,491
+133
| +4% | +$46.6K | 0.17% | 77 |
|
|
2024
Q4 | $1.06M | Sell |
3,358
-11
| -0.3% | -$3.48K | 0.15% | 80 |
|
|
2024
Q3 | $926K | Sell |
3,369
-270
| -7% | -$74.2K | 0.13% | 90 |
|
|
2024
Q2 | $955K | Sell |
3,639
-46
| -1% | -$12.1K | 0.15% | 88 |
|
|
2024
Q1 | $1.03K | Buy |
3,685
+185
| +5% | +$52 | 0.16% | 85 |
|
|
2023
Q4 | $911K | Buy |
3,500
+3
| +0.1% | +$781 | 0.16% | 86 |
|
|
2023
Q3 | $804K | Buy |
3,497
+332
| +10% | +$76.3K | 0.15% | 85 |
|
|
2023
Q2 | $752K | Sell |
3,165
-194
| -6% | -$46.1K | 0.14% | 89 |
|
|
2023
Q1 | $757K | Buy |
3,359
+1,468
| +78% | +$331K | 0.15% | 88 |
|
|
2022
Q4 | $393K | Hold |
1,891
| – | – | 0.08% | 111 |
|
|
2022
Q3 | $336K | Sell |
1,891
-242
| -11% | -$43K | 0.08% | 114 |
|
|
2022
Q2 | $420K | Buy |
2,133
+45
| +2% | +$8.86K | 0.09% | 106 |
|
|
2022
Q1 | $463K | Sell |
2,088
-284
| -12% | -$63K | 0.09% | 104 |
|
|
2021
Q4 | $514K | Buy |
2,372
+450
| +23% | +$97.5K | 0.11% | 94 |
|
|
2021
Q3 | $428K | Sell |
1,922
-925
| -32% | -$206K | 0.1% | 97 |
|
|
2021
Q2 | $666K | Buy |
2,847
+899
| +46% | +$210K | 0.18% | 49 |
|
|
2021
Q1 | $412K | Buy |
1,948
+26
| +1% | +$5.5K | 0.12% | 58 |
|
|
2020
Q4 | $420K | Buy |
1,922
+68
| +4% | +$14.9K | 0.13% | 55 |
|
|
2020
Q3 | $371K | Sell |
1,854
-1,871
| -50% | -$374K | 0.13% | 59 |
|
|
2020
Q2 | $720K | Hold |
3,725
| – | – | 0.29% | 45 |
|
|
2020
Q1 | $600K | Sell |
3,725
-700
| -16% | -$113K | 0.28% | 48 |
|
|
2019
Q4 | $831K | Hold |
4,425
| – | – | 0.33% | 46 |
|
|
2019
Q3 | $761K | Hold |
4,425
| – | – | 0.33% | 46 |
|
|
2019
Q2 | $768K | Hold |
4,425
| – | – | 0.35% | 45 |
|
|
2019
Q1 | $691K | Buy |
4,425
+365
| +9% | +$57K | 0.33% | 48 |
|
|
2018
Q4 | $536K | Hold |
4,060
| – | – | 0.3% | 52 |
|
|
2018
Q3 | $609K | Hold |
4,060
| – | – | 0.29% | 53 |
|
|
2018
Q2 | $538K | Hold |
4,060
| – | – | 0.28% | 56 |
|
|
2018
Q1 | $486K | Sell |
4,060
-300
| -7% | -$35.9K | 0.26% | 57 |
|
|
2017
Q4 | $497K | Buy |
+4,360
| New | +$497K | 0.26% | 55 |
|