Clark Financial Services Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
4,734
+167
| +4% | +$59.3K | 1.03% | 18 |
|
|
2025
Q1 | $1.6M | Buy |
4,567
+505
| +12% | +$177K | 1.11% | 17 |
|
|
2024
Q4 | $1.28M | Buy |
4,062
+221
| +6% | +$69.9K | 0.98% | 18 |
|
|
2024
Q3 | $1.06M | Buy |
3,841
+835
| +28% | +$230K | 0.96% | 13 |
|
|
2024
Q2 | $789K | Buy |
3,006
+56
| +2% | +$14.7K | 0.83% | 12 |
|
|
2024
Q1 | $823K | Sell |
2,950
-44
| -1% | -$12.3K | 0.99% | 13 |
|
|
2023
Q4 | $779K | Sell |
2,994
-4
| -0.1% | -$1.04K | 1% | 13 |
|
|
2023
Q3 | $690K | Hold |
2,998
| – | – | 0.94% | 16 |
|
|
2023
Q2 | $712K | Buy |
2,998
+956
| +47% | +$227K | 0.96% | 15 |
|
|
2023
Q1 | $460K | Sell |
2,042
-4
| -0.2% | -$901 | 0.68% | 25 |
|
|
2022
Q4 | $425K | Sell |
2,046
-443
| -18% | -$92K | 0.49% | 25 |
|
|
2022
Q3 | $442K | Buy |
+2,489
| New | +$442K | 0.47% | 31 |
|
|
2022
Q1 | $491K | Sell |
2,214
-31
| -1% | -$6.88K | 0.36% | 34 |
|
|
2021
Q4 | $487K | Buy |
2,245
+70
| +3% | +$15.2K | 0.33% | 39 |
|
|
2021
Q3 | $484K | Buy |
2,175
+37
| +2% | +$8.23K | 0.37% | 36 |
|
|
2021
Q2 | $500K | Hold |
2,138
| – | – | 0.39% | 37 |
|
|
2021
Q1 | $453K | Buy |
+2,138
| New | +$453K | 0.38% | 37 |
|
|
2020
Q2 | $401K | Buy |
+2,039
| New | +$401K | 0.62% | 27 |
|