Allegheny Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Buy |
2,664
+57
| +2% | +$20.2K | 0.21% | 93 |
|
|
2025
Q1 | $914K | Sell |
2,607
-88
| -3% | -$30.8K | 0.23% | 84 |
|
|
2024
Q4 | $852K | Sell |
2,695
-468
| -15% | -$148K | 0.22% | 82 |
|
|
2024
Q3 | $870K | Buy |
3,163
+69
| +2% | +$19K | 0.21% | 85 |
|
|
2024
Q2 | $812K | Buy |
3,094
+343
| +12% | +$90K | 0.23% | 84 |
|
|
2024
Q1 | $768K | Sell |
2,751
-158
| -5% | -$44.1K | 0.24% | 81 |
|
|
2023
Q4 | $757K | Buy |
2,909
+13
| +0.4% | +$3.39K | 0.24% | 80 |
|
|
2023
Q3 | $666K | Buy |
2,896
+591
| +26% | +$136K | 0.25% | 75 |
|
|
2023
Q2 | $547K | Sell |
2,305
-2
| -0.1% | -$475 | 0.26% | 77 |
|
|
2023
Q1 | $520K | Buy |
+2,307
| New | +$520K | 0.21% | 98 |
|