Bender Robert & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
1,051
+42
| +4% | +$14.9K | 0.08% | 36 |
|
|
2025
Q1 | $354K | Hold |
1,009
| – | – | 0.09% | 33 |
|
|
2024
Q4 | $319K | Buy |
1,009
+115
| +13% | +$36.3K | 0.08% | 38 |
|
|
2024
Q3 | $246K | Buy |
+894
| New | +$246K | 0.05% | 38 |
|
|
2024
Q2 | – | Sell |
-1,037
| Closed | -$289K | – | 43 |
|
|
2024
Q1 | $289K | Sell |
1,037
-5
| -0.5% | -$1.4K | 0.07% | 41 |
|
|
2023
Q4 | $271K | Sell |
1,042
-78
| -7% | -$20.3K | 0.07% | 41 |
|
|
2023
Q3 | $258K | Hold |
1,120
| – | – | 0.08% | 42 |
|
|
2023
Q2 | $266K | Hold |
1,120
| – | – | 0.07% | 43 |
|
|
2023
Q1 | $253K | Hold |
1,120
| – | – | 0.08% | 46 |
|
|
2022
Q4 | $233K | Buy |
+1,120
| New | +$233K | 0.09% | 46 |
|
|
2022
Q3 | – | Sell |
-1,120
| Closed | -$221K | – | 56 |
|
|
2022
Q2 | $221K | Buy |
+1,120
| New | +$221K | 0.08% | 48 |
|