CBIZ Investment Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
380
+97
| +34% | +$34.5K | 0.01% | 59 |
|
|
2025
Q1 | $99.2K | Buy |
283
+174
| +160% | +$61K | ﹤0.01% | 79 |
|
|
2024
Q4 | $34.5K | Buy |
109
+9
| +9% | +$2.85K | ﹤0.01% | 141 |
|
|
2024
Q3 | $27.5K | Hold |
100
| – | – | ﹤0.01% | 150 |
|
|
2024
Q2 | $26.3K | Hold |
100
| – | – | ﹤0.01% | 137 |
|
|
2024
Q1 | $28K | Buy |
+100
| New | +$28K | ﹤0.01% | 130 |
|
|
2020
Q2 | – | Hold |
0
| – | -$25K | – | 204 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 88 |
|