Bruce G. Allen Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
703
-2
| -0.3% | -$710 | 0.19% | 61 |
|
|
2025
Q1 | $247K | Sell |
705
-90
| -11% | -$31.5K | 0.2% | 60 |
|
|
2024
Q4 | $251K | Sell |
795
-4
| -0.5% | -$1.26K | 0.2% | 61 |
|
|
2024
Q3 | $220K | Buy |
799
+36
| +5% | +$9.9K | 0.17% | 70 |
|
|
2024
Q2 | $200K | Sell |
763
-33
| -4% | -$8.66K | 0.17% | 71 |
|
|
2024
Q1 | $222K | Buy |
796
+8
| +1% | +$2.23K | 0.18% | 70 |
|
|
2023
Q4 | $205K | Buy |
+788
| New | +$205K | 0.19% | 74 |
|