Community 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 | $14.7M | Sell |
41,491
-389
| -0.9% | -$138K | 2.93% | 8 |
|
|
2025
Q1 | $14.7M | Sell |
41,880
-605
| -1% | -$212K | 3.18% | 5 |
|
|
2024
Q4 | $13.4M | Buy |
42,485
+412
| +1% | +$130K | 2.66% | 10 |
|
|
2024
Q3 | $11.6M | Buy |
42,073
+758
| +2% | +$208K | 2.37% | 9 |
|
|
2024
Q2 | $10.8M | Sell |
41,315
-24
| -0.1% | -$6.3K | 2.34% | 9 |
|
|
2024
Q1 | $11.5M | Buy |
+41,339
| New | +$11.5M | 2.63% | 7 |
|
|
2023
Q3 | $9.48M | Buy |
+41,233
| New | +$9.48M | 2.39% | 13 |
|
|
2021
Q4 | $8.24M | Buy |
38,026
+13,883
| +58% | +$3.01M | 2.07% | 17 |
|
|
2021
Q3 | $5.38M | Buy |
24,143
+899
| +4% | +$200K | 1.46% | 23 |
|
|
2021
Q2 | $5.44M | Buy |
23,244
+1,162
| +5% | +$272K | 1.52% | 23 |
|
|
2021
Q1 | $4.68M | Buy |
22,082
+721
| +3% | +$153K | 1.38% | 23 |
|
|
2020
Q4 | $4.67M | Buy |
21,361
+2,335
| +12% | +$511K | 1.47% | 27 |
|
|
2020
Q3 | $3.81M | Buy |
19,026
+2,783
| +17% | +$557K | 1.41% | 26 |
|
|
2020
Q2 | $3.14M | Buy |
+16,243
| New | +$3.14M | 1.19% | 33 |
|
|
2015
Q4 | – | Sell |
-84
| Closed | -$6K | – | 219 |
|
|
2015
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 238 |
|
|
2015
Q2 | $6K | Sell |
84
-180
| -68% | -$12.9K | ﹤0.01% | 250 |
|
|
2015
Q1 | $17K | Buy |
264
+180
| +214% | +$11.6K | 0.01% | 204 |
|
|
2014
Q4 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 263 |
|