World Equity Group’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.6M | Sell |
4,505
-2,552
| -36% | -$906K | 0.44% | 48 |
|
2025
Q1 | $2.44M | Sell |
7,057
-1,581
| -18% | -$548K | 0.7% | 33 |
|
2024
Q4 | $2.73M | Buy |
8,638
+4,533
| +110% | +$1.43M | 0.59% | 41 |
|
2024
Q3 | $1.13M | Sell |
4,105
-10,844
| -73% | -$2.98M | 0.41% | 61 |
|
2024
Q2 | $3.92M | Sell |
14,949
-49
| -0.3% | -$12.9K | 1.17% | 18 |
|
2024
Q1 | $4.19M | Sell |
14,998
-3,606
| -19% | -$1.01M | 0.86% | 21 |
|
2023
Q4 | $4.84M | Sell |
18,604
-1,480
| -7% | -$385K | 0.97% | 17 |
|
2023
Q3 | $4.62M | Sell |
20,084
-461
| -2% | -$106K | 0.96% | 19 |
|
2023
Q2 | $4.88M | Sell |
20,545
-7,731,520
| -100% | -$1.84B | 1.44% | 9 |
|
2023
Q1 | $15.7M | Buy |
7,752,065
+7,732,579
| +39,683% | +$15.7M | 2.34% | 3 |
|
2022
Q4 | $4.05M | Sell |
19,486
-101
| -0.5% | -$21K | 0.96% | 24 |
|
2022
Q3 | $3.48M | Sell |
19,587
-1,573
| -7% | -$279K | 0.88% | 24 |
|
2022
Q2 | $4.17M | Buy |
21,160
+5,007
| +31% | +$986K | 1.05% | 14 |
|
2022
Q1 | $3.58M | Buy |
+16,153
| New | +$3.58M | 0.77% | 23 |
|