CP
V icon

Capital Planning’s Visa V Stock Holding History

Capital Planning’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$279K Sell
787
-400
-34% -$142K 0.09% 62
2025
Q1 		$416K Buy
1,187
+238
+25% +$83.4K 0.12% 65
2024
Q4 		$300K Buy
949
+166
+21% +$52.5K 0.08% 77
2024
Q3 		$215K Buy
+783
New +$215K 0.06% 83