WR Wealth Planners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $946K | Buy |
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|
2023
Q2 | $928K | Buy |
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|
2023
Q1 | $812K | Buy |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $354K | Buy |
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