WAM
Worth Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
1,775
-4,606
| -72% | -$1.64M | 0.31% | 56 |
|
|
2025
Q1 | $2.24M | Buy |
6,381
+4,378
| +219% | +$1.53M | 1.22% | 18 |
|
|
2024
Q4 | $633K | Buy |
2,003
+79
| +4% | +$25K | 0.34% | 62 |
|
|
2024
Q3 | $529K | Buy |
1,924
+412
| +27% | +$113K | 0.29% | 71 |
|
|
2024
Q2 | $397K | Sell |
1,512
-514
| -25% | -$135K | 0.24% | 73 |
|
|
2024
Q1 | $565K | Buy |
2,026
+256
| +14% | +$71.4K | 0.35% | 64 |
|
|
2023
Q4 | $461K | Buy |
1,770
+1
| +0.1% | +$260 | 0.33% | 60 |
|
|
2023
Q3 | $407K | Sell |
1,769
-72
| -4% | -$16.6K | 0.33% | 63 |
|
|
2023
Q2 | $437K | Sell |
1,841
-10
| -0.5% | -$2.38K | 0.33% | 51 |
|
|
2023
Q1 | $417K | Buy |
1,851
+162
| +10% | +$36.5K | 0.32% | 42 |
|
|
2022
Q4 | $351K | Buy |
1,689
+239
| +16% | +$49.7K | 0.24% | 48 |
|
|
2022
Q3 | $258K | Sell |
1,450
-298
| -17% | -$53K | 0.19% | 44 |
|
|
2022
Q2 | $345K | Sell |
1,748
-124
| -7% | -$24.5K | 0.24% | 55 |
|
|
2022
Q1 | $363K | Buy |
+1,872
| New | +$363K | 0.24% | 50 |
|