CFG
V icon

Carr Financial Group’s Visa V Stock Holding History

Carr Financial Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$407K Buy
1,346
+65
+5% +$20.9K 0.11% 111
2025
Q4 		$449K Sell
1,281
-9
-0.7% -$3.07K 0.12% 110
2025
Q3 		$440K Buy
1,290
+30
+2% +$10.4K 0.12% 111
2025
Q2 		$448K Buy
1,260
+78
+7% +$27.2K 0.13% 102
2025
Q1 		$414K Sell
1,182
-484
-29% -$164K 0.14% 107
2024
Q4 		$526K Buy
1,666
+10
+0.6% +$3.01K 0.17% 91
2024
Q3 		$455K Buy
1,656
+51
+3% +$13.8K 0.14% 115
2024
Q2 		$421K Buy
1,605
+12
+0.8% +$3.29K 0.13% 115
2024
Q1 		$445K Buy
1,593
+9
+0.6% +$2.48K 0.15% 111
2023
Q4 		$412K Buy
1,584
+20
+1% +$4.93K 0.15% 107
2023
Q3 		$381K Hold
1,564
– – 0.15% 105
2023
Q2 		$371K Hold
1,564
– – 0.15% 114
2023
Q1 		$353K Hold
1,564
– – 0.16% 113
2022
Q4 		$325K Buy
+1,564
New +$315K 0.17% 117

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VPM
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