Center for Financial Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $379K | Hold |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $293K | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $320K | Buy |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | $5K | Buy |
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