Burr 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 | $424K | Sell |
1,195
-55
| -4% | -$19.5K | 0.36% | 22 |
|
|
2025
Q1 | $438K | Sell |
1,250
-645
| -34% | -$226K | 0.34% | 22 |
|
|
2024
Q4 | $599K | Sell |
1,895
-100
| -5% | -$31.6K | 0.4% | 20 |
|
|
2024
Q3 | $549K | Hold |
1,995
| – | – | 0.39% | 21 |
|
|
2024
Q2 | $524K | Sell |
1,995
-242
| -11% | -$63.5K | 0.37% | 21 |
|
|
2024
Q1 | $618K | Hold |
2,237
| – | – | 0.48% | 24 |
|
|
2023
Q4 | $623K | Buy |
+2,237
| New | +$623K | 0.48% | 24 |
|