WA
WP Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.76M | Buy |
24,675
+511
| +2% | +$181K | 2.41% | 11 |
|
2025
Q1 | $8.47M | Buy |
24,164
+1,000
| +4% | +$350K | 2.82% | 9 |
|
2024
Q4 | $7.32M | Buy |
23,164
+152
| +0.7% | +$48K | 2.44% | 11 |
|
2024
Q3 | $6.33M | Sell |
23,012
-970
| -4% | -$267K | 2.31% | 11 |
|
2024
Q2 | $6.29M | Sell |
23,982
-82
| -0.3% | -$21.5K | 2.01% | 15 |
|
2024
Q1 | $6.72M | Sell |
24,064
-323
| -1% | -$90.1K | 2.2% | 13 |
|
2023
Q4 | $6.35M | Buy |
24,387
+211
| +0.9% | +$54.9K | 2.35% | 11 |
|
2023
Q3 | $5.56M | Sell |
24,176
-146
| -0.6% | -$33.6K | 2.3% | 11 |
|
2023
Q2 | $5.78M | Sell |
24,322
-103
| -0.4% | -$24.5K | 2.31% | 12 |
|
2023
Q1 | $5.51M | Buy |
24,425
+50
| +0.2% | +$11.3K | 2.27% | 13 |
|
2022
Q4 | $5.06M | Buy |
+24,375
| New | +$5.06M | 2.26% | 13 |
|