CF
Clarity Financial’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
47,217
+23,099
| +96% | +$8.2M | 1.8% | 22 |
|
|
2025
Q1 | $8.45M | Buy |
24,118
+1,931
| +9% | +$677K | 0.97% | 34 |
|
|
2024
Q4 | $7.01M | Buy |
22,187
+172
| +0.8% | +$54.4K | 0.84% | 34 |
|
|
2024
Q3 | $6.05M | Buy |
22,015
+1,737
| +9% | +$478K | 0.7% | 38 |
|
|
2024
Q2 | $5.32M | Sell |
20,278
-18,977
| -48% | -$4.98M | 0.79% | 35 |
|
|
2024
Q1 | $11M | Buy |
39,255
+231
| +0.6% | +$64.5K | 1.66% | 23 |
|
|
2023
Q4 | $10.2M | Sell |
39,024
-1,065
| -3% | -$277K | 1.76% | 21 |
|
|
2023
Q3 | $9.22M | Buy |
40,089
+39,051
| +3,762% | +$8.98M | 1.55% | 25 |
|
|
2023
Q2 | $247K | Buy |
+1,038
| New | +$247K | 0.04% | 97 |
|
|
2023
Q1 | – | Sell |
-1,114
| Closed | -$231K | – | 88 |
|
|
2022
Q4 | $231K | Buy |
+1,114
| New | +$231K | 0.04% | 95 |
|
|
2021
Q4 | – | Sell |
-11,389
| Closed | -$2.54M | – | 119 |
|
|
2021
Q3 | $2.54M | Buy |
11,389
+413
| +4% | +$92K | 0.41% | 49 |
|
|
2021
Q2 | $2.57M | Sell |
10,976
-2,658
| -19% | -$621K | 0.49% | 48 |
|
|
2021
Q1 | $2.89M | Buy |
13,634
+850
| +7% | +$180K | 0.58% | 47 |
|
|
2020
Q4 | $2.8M | Buy |
+12,784
| New | +$2.8M | 0.67% | 44 |
|