WR Wealth Planners’s Telefônica Brasil VIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.48K Hold
196
﹤0.01% 890
2024
Q3
$2.01K Sell
196
-102
-34% -$944 ﹤0.01% 911
2024
Q2
$2.45K Hold
298
﹤0.01% 849
2024
Q1
$3K Buy
+298
New +$3.13K ﹤0.01% 807
2023
Q4
Sell
-499
Closed -$4.27K 838
2023
Q3
$4.27K Hold
499
﹤0.01% 696
2023
Q2
$4.56K Hold
499
﹤0.01% 693
2023
Q1
$3.78K Buy
+499
New +$3.75K ﹤0.01% 719

Other funds holding VIV

WR Wealth Planners's VIV Position: Q4 2024 in Review

WR Wealth Planners held its Telefônica Brasil (VIV) position steady in Q4 2024 at 196 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

WR Wealth Planners first reported a position in VIV in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.56K in Q2 2023. 178 funds tracked by Wall St. Rank hold VIV as of Q4 2024.

  • WR Wealth Planners held 196 shares of Telefônica Brasil worth $1.48K as of Q4 2024.
  • WR Wealth Planners left its Telefônica Brasil share count unchanged in Q4 2024.
  • Telefônica Brasil made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #890 holding.
  • WR Wealth Planners first reported a position in Telefônica Brasil in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Telefônica Brasil position peaked at $4.56K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Telefônica Brasil as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.