Cardiff Park Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
3,280
| – | – | 0.1% | 102 |
|
|
2025
Q1 | $1.15M | Buy |
3,280
+1
| +0% | +$350 | 0.11% | 95 |
|
|
2024
Q4 | $1.04M | Buy |
3,279
+2
| +0.1% | +$632 | 0.1% | 105 |
|
|
2024
Q3 | $901K | Sell |
3,277
-76
| -2% | -$20.9K | 0.08% | 108 |
|
|
2024
Q2 | $880K | Buy |
3,353
+22
| +0.7% | +$5.77K | 0.08% | 107 |
|
|
2024
Q1 | $930K | Sell |
3,331
-27
| -0.8% | -$7.54K | 0.09% | 105 |
|
|
2023
Q4 | $874K | Buy |
3,358
+148
| +5% | +$38.5K | 0.1% | 106 |
|
|
2023
Q3 | $738K | Hold |
3,210
| – | – | 0.09% | 108 |
|
|
2023
Q2 | $762K | Buy |
3,210
+37
| +1% | +$8.79K | 0.09% | 103 |
|
|
2023
Q1 | $715K | Hold |
3,173
| – | – | 0.09% | 107 |
|
|
2022
Q4 | $659K | Sell |
3,173
-406
| -11% | -$84.4K | 0.09% | 116 |
|
|
2022
Q3 | $636K | Sell |
3,579
-509
| -12% | -$90.5K | 0.1% | 114 |
|
|
2022
Q2 | $805K | Sell |
4,088
-1,056
| -21% | -$208K | 0.12% | 96 |
|
|
2022
Q1 | $1.14M | Buy |
5,144
+82
| +2% | +$18.2K | 0.16% | 68 |
|
|
2021
Q4 | $1.1M | Buy |
+5,062
| New | +$1.1M | 0.14% | 68 |
|