Black Diamond 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 | $667K | Sell |
1,879
-169
| -8% | -$60K | 0.1% | 74 |
|
|
2025
Q1 | $718K | Buy |
2,048
+66
| +3% | +$23.1K | 0.11% | 73 |
|
|
2024
Q4 | $626K | Buy |
1,982
+208
| +12% | +$65.7K | 0.09% | 77 |
|
|
2024
Q3 | $488K | Buy |
1,774
+23
| +1% | +$6.32K | 0.08% | 83 |
|
|
2024
Q2 | $460K | Buy |
1,751
+652
| +59% | +$171K | 0.09% | 89 |
|
|
2024
Q1 | $286K | Hold |
1,099
| – | – | 0.08% | 89 |
|
|
2023
Q4 | $286K | Sell |
1,099
-40
| -4% | -$10.4K | 0.08% | 89 |
|
|
2023
Q3 | $262K | Buy |
1,139
+134
| +13% | +$30.8K | 0.08% | 89 |
|
|
2023
Q2 | $239K | Hold |
1,005
| – | – | 0.07% | 93 |
|
|
2023
Q1 | $227K | Hold |
1,005
| – | – | 0.07% | 102 |
|
|
2022
Q4 | $209K | Buy |
+1,005
| New | +$209K | 0.08% | 103 |
|
|
2022
Q2 | – | Sell |
-1,146
| Closed | -$254K | – | 130 |
|
|
2022
Q1 | $254K | Buy |
1,146
+147
| +15% | +$32.6K | 0.08% | 109 |
|
|
2021
Q4 | $216K | Buy |
+999
| New | +$216K | 0.07% | 90 |
|