Clifford 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 | $729K | Hold |
2,054
| – | – | 0.6% | 22 |
|
|
2025
Q1 | $720K | Buy |
2,054
+86
| +4% | +$30.1K | 0.67% | 22 |
|
|
2024
Q4 | $622K | Hold |
1,968
| – | – | 0.47% | 36 |
|
|
2024
Q3 | $541K | Sell |
1,968
-54
| -3% | -$14.8K | 0.42% | 42 |
|
|
2024
Q2 | $531K | Hold |
2,022
| – | – | 0.43% | 45 |
|
|
2024
Q1 | $564K | Hold |
2,022
| – | – | 0.47% | 47 |
|
|
2023
Q4 | $526K | Hold |
2,022
| – | – | 0.49% | 45 |
|
|
2023
Q3 | $465K | Sell |
2,022
-47
| -2% | -$10.8K | 0.5% | 47 |
|
|
2023
Q2 | $491K | Buy |
2,069
+55
| +3% | +$13.1K | 0.53% | 49 |
|
|
2023
Q1 | $454K | Sell |
2,014
-6
| -0.3% | -$1.35K | 0.55% | 40 |
|
|
2022
Q4 | $420K | Buy |
+2,020
| New | +$420K | 0.52% | 49 |
|