Cascade Financial Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Hold |
1,663
| – | – | 0.07% | 152 |
|
|
2025
Q1 | $583K | Buy |
1,663
+26
| +2% | +$9.11K | 0.07% | 144 |
|
|
2024
Q4 | $517K | Sell |
1,637
-28
| -2% | -$8.85K | 0.07% | 139 |
|
|
2024
Q3 | $474K | Buy |
1,665
+35
| +2% | +$9.97K | 0.06% | 145 |
|
|
2024
Q2 | $428K | Buy |
1,630
+55
| +3% | +$14.4K | 0.06% | 151 |
|
|
2024
Q1 | $435K | Buy |
+1,575
| New | +$435K | 0.06% | 143 |
|