Apexium Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
3,768
+118
| +3% | +$41.9K | 0.07% | 106 |
|
|
2025
Q1 | $1.28M | Buy |
3,650
+192
| +6% | +$67.3K | 0.08% | 106 |
|
|
2024
Q4 | $1.09M | Sell |
3,458
-82
| -2% | -$25.9K | 0.07% | 104 |
|
|
2024
Q3 | $973K | Buy |
3,540
+62
| +2% | +$17K | 0.06% | 99 |
|
|
2024
Q2 | $913K | Buy |
3,478
+47
| +1% | +$12.3K | 0.07% | 97 |
|
|
2024
Q1 | $958K | Sell |
3,431
-4,180
| -55% | -$1.17M | 0.07% | 97 |
|
|
2023
Q4 | $1.98M | Buy |
7,611
+3,889
| +104% | +$1.01M | 0.14% | 76 |
|
|
2023
Q3 | $856K | Buy |
3,722
+412
| +12% | +$94.8K | 0.09% | 92 |
|
|
2023
Q2 | $786K | Sell |
3,310
-66
| -2% | -$15.7K | 0.07% | 100 |
|
|
2023
Q1 | $761K | Sell |
3,376
-43
| -1% | -$9.7K | 0.07% | 102 |
|
|
2022
Q4 | $710K | Hold |
3,419
| – | – | 0.07% | 101 |
|
|
2022
Q3 | $607K | Buy |
3,419
+2,025
| +145% | +$360K | 0.08% | 103 |
|
|
2022
Q2 | $274K | Sell |
1,394
-9
| -0.6% | -$1.77K | 0.16% | 78 |
|
|
2022
Q1 | $305K | Buy |
1,403
+12
| +0.9% | +$2.61K | 0.16% | 72 |
|
|
2021
Q4 | $301K | Sell |
1,391
-12
| -0.9% | -$2.6K | 0.16% | 76 |
|
|
2021
Q3 | $313K | Hold |
1,403
| – | – | 0.18% | 70 |
|
|
2021
Q2 | $328K | Buy |
1,403
+104
| +8% | +$24.3K | 0.2% | 58 |
|
|
2021
Q1 | $275K | Buy |
1,299
+60
| +5% | +$12.7K | 0.2% | 61 |
|
|
2020
Q4 | $271K | Hold |
1,239
| – | – | 0.21% | 59 |
|
|
2020
Q3 | $248K | Buy |
1,239
+62
| +5% | +$12.4K | 0.2% | 60 |
|
|
2020
Q2 | $227K | Buy |
+1,177
| New | +$227K | 0.21% | 57 |
|
|
2020
Q1 | – | Sell |
-1,111
| Closed | -$209K | – | 81 |
|
|
2019
Q4 | $209K | Buy |
+1,111
| New | +$209K | 0.27% | 66 |
|