Catalyst 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 | $3.3M | Buy |
9,288
+174
| +2% | +$61.8K | 0.36% | 29 |
|
|
2025
Q1 | $3.19M | Buy |
9,114
+411
| +5% | +$144K | 0.59% | 28 |
|
|
2024
Q4 | $2.75M | Buy |
8,703
+217
| +3% | +$68.6K | 0.52% | 31 |
|
|
2024
Q3 | $2.33M | Buy |
8,486
+280
| +3% | +$77K | 0.46% | 33 |
|
|
2024
Q2 | $2.15M | Buy |
8,206
+225
| +3% | +$59.1K | 0.47% | 31 |
|
|
2024
Q1 | $2.18M | Buy |
7,981
+316
| +4% | +$86.2K | 0.56% | 29 |
|
|
2023
Q4 | $2M | Buy |
7,665
+395
| +5% | +$103K | 0.56% | 29 |
|
|
2023
Q3 | $1.67M | Buy |
7,270
+1,795
| +33% | +$413K | 0.54% | 30 |
|
|
2023
Q2 | $1.3M | Buy |
5,475
+876
| +19% | +$208K | 0.46% | 31 |
|
|
2023
Q1 | $1.04M | Buy |
4,599
+394
| +9% | +$88.8K | 0.44% | 35 |
|
|
2022
Q4 | $874K | Buy |
+4,205
| New | +$874K | 0.45% | 38 |
|