AFT Forsyth & Company’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Buy |
16,679
+75
| +0.5% | +$26.6K | 3.03% | 6 |
|
|
2025
Q1 | $5.82M | Sell |
16,604
-10
| -0.1% | -$3.51K | 3.13% | 5 |
|
|
2024
Q4 | $5.25M | Sell |
16,614
-252
| -1% | -$79.6K | 2.57% | 8 |
|
|
2024
Q3 | $4.64M | Buy |
16,866
+82
| +0.5% | +$22.5K | 2.29% | 8 |
|
|
2024
Q2 | $4.41M | Buy |
16,784
+586
| +4% | +$154K | 2.16% | 9 |
|
|
2024
Q1 | $4.52M | Sell |
16,198
-655
| -4% | -$183K | 2.58% | 8 |
|
|
2023
Q4 | $4.39M | Buy |
16,853
+25
| +0.1% | +$6.51K | 2.76% | 6 |
|
|
2023
Q3 | $3.87M | Buy |
16,828
+300
| +2% | +$69K | 2.84% | 5 |
|
|
2023
Q2 | $3.93M | Sell |
16,528
-170
| -1% | -$40.4K | 2.78% | 5 |
|
|
2023
Q1 | $3.76M | Sell |
16,698
-200
| -1% | -$45.1K | 2.91% | 5 |
|
|
2022
Q4 | $3.51M | Sell |
16,898
-835
| -5% | -$173K | 2.99% | 5 |
|
|
2022
Q3 | $3.15M | Sell |
17,733
-445
| -2% | -$79K | 2.81% | 6 |
|
|
2022
Q2 | $3.58M | Sell |
18,178
-40
| -0.2% | -$7.88K | 2.89% | 5 |
|
|
2022
Q1 | $4.04M | Buy |
18,218
+180
| +1% | +$39.9K | 2.57% | 6 |
|
|
2021
Q4 | $3.91M | Sell |
18,038
-450
| -2% | -$97.5K | 2.01% | 9 |
|
|
2021
Q3 | $4.12M | Buy |
18,488
+215
| +1% | +$47.9K | 2.21% | 7 |
|
|
2021
Q2 | $4.27M | Buy |
18,273
+520
| +3% | +$122K | 2.28% | 7 |
|
|
2021
Q1 | $3.76M | Sell |
17,753
-160
| -0.9% | -$33.9K | 2.25% | 6 |
|
|
2020
Q4 | $3.92M | Buy |
17,913
+495
| +3% | +$108K | 2.45% | 7 |
|
|
2020
Q3 | $3.48M | Sell |
17,418
-375
| -2% | -$75K | 2.59% | 8 |
|
|
2020
Q2 | $3.44M | Buy |
17,793
+85
| +0.5% | +$16.4K | 2.9% | 7 |
|
|
2020
Q1 | $2.85M | Sell |
17,708
-1,425
| -7% | -$230K | 2.87% | 5 |
|
|
2019
Q4 | $3.6M | Buy |
19,133
+185
| +1% | +$34.8K | 2.74% | 5 |
|
|
2019
Q3 | $3.26M | Buy |
18,948
+291
| +2% | +$50.1K | 2.69% | 5 |
|
|
2019
Q2 | $3.24M | Buy |
18,657
+764
| +4% | +$133K | 2.67% | 5 |
|
|
2019
Q1 | $2.8M | Sell |
17,893
-150
| -0.8% | -$23.4K | 2.42% | 5 |
|
|
2018
Q4 | $2.38M | Buy |
18,043
+3
| +0% | +$396 | 2.37% | 5 |
|
|
2018
Q3 | $2.71M | Buy |
18,040
+85
| +0.5% | +$12.8K | 2.25% | 7 |
|
|
2018
Q2 | $2.38M | Sell |
17,955
-3,835
| -18% | -$508K | 2.09% | 8 |
|
|
2018
Q1 | $2.61M | Buy |
21,790
+640
| +3% | +$76.6K | 2.43% | 4 |
|
|
2017
Q4 | $2.41M | Buy |
+21,150
| New | +$2.41M | 2.36% | 5 |
|
|
2013
Q3 | $708K | Buy |
14,828
+160
| +1% | +$7.64K | 0.92% | 32 |
|
|
2013
Q2 | $670K | Buy |
+14,668
| New | +$670K | 0.96% | 32 |
|