Center for Financial Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
2,033
-20
| -1% | -$7.1K | 0.08% | 82 |
|
|
2025
Q1 | $720K | Buy |
2,053
+20
| +1% | +$7.01K | 0.09% | 77 |
|
|
2024
Q4 | $643K | Buy |
2,033
+521
| +34% | +$165K | 0.09% | 80 |
|
|
2024
Q3 | $416K | Buy |
1,512
+9
| +0.6% | +$2.48K | 0.06% | 102 |
|
|
2024
Q2 | $395K | Buy |
1,503
+3
| +0.2% | +$788 | 0.06% | 102 |
|
|
2024
Q1 | $419K | Buy |
1,500
+43
| +3% | +$12K | 0.06% | 100 |
|
|
2023
Q4 | $379K | Hold |
1,457
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $335K | Buy |
1,457
+11
| +0.8% | +$2.53K | 0.07% | 101 |
|
|
2023
Q2 | $343K | Hold |
1,446
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $326K | Buy |
1,446
+21
| +1% | +$4.74K | 0.08% | 102 |
|
|
2022
Q4 | $296K | Buy |
1,425
+139
| +11% | +$28.9K | 0.07% | 104 |
|
|
2022
Q3 | $228K | Buy |
1,286
+43
| +3% | +$7.62K | 0.06% | 114 |
|
|
2022
Q2 | $245K | Buy |
1,243
+26
| +2% | +$5.13K | 0.06% | 112 |
|
|
2022
Q1 | $270K | Hold |
1,217
| – | – | 0.06% | 116 |
|
|
2021
Q4 | $264K | Sell |
1,217
-48
| -4% | -$10.4K | 0.05% | 117 |
|
|
2021
Q3 | $282K | Buy |
1,265
+10
| +0.8% | +$2.23K | 0.07% | 107 |
|
|
2021
Q2 | $293K | Buy |
1,255
+48
| +4% | +$11.2K | 0.07% | 106 |
|
|
2021
Q1 | $256K | Buy |
1,207
+29
| +2% | +$6.15K | 0.07% | 108 |
|
|
2020
Q4 | $258K | Sell |
1,178
-480
| -29% | -$105K | 0.07% | 103 |
|
|
2020
Q3 | $332K | Buy |
1,658
+4
| +0.2% | +$801 | 0.11% | 85 |
|
|
2020
Q2 | $320K | Buy |
1,654
+1,538
| +1,326% | +$298K | 0.11% | 80 |
|
|
2020
Q1 | $19K | Buy |
116
+92
| +383% | +$15.1K | 0.01% | 262 |
|
|
2019
Q4 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 374 |
|