Burkett Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.8K | Hold |
236
| – | – | 0.03% | 76 |
|
|
2025
Q1 | $82.6K | Buy |
236
+1
| +0.4% | +$350 | 0.03% | 72 |
|
|
2024
Q4 | $74.4K | Hold |
235
| – | – | 0.03% | 70 |
|
|
2024
Q3 | $64.6K | Buy |
235
+1
| +0.4% | +$275 | 0.03% | 74 |
|
|
2024
Q2 | $61.5K | Hold |
234
| – | – | 0.03% | 68 |
|
|
2024
Q1 | $65.3K | Hold |
234
| – | – | 0.03% | 75 |
|
|
2023
Q4 | $60.8K | Buy |
+234
| New | +$60.8K | 0.03% | 80 |
|