Comprehensive Financial Consultants Institutional’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
7,034
-791
| -10% | -$281K | 0.82% | 41 |
|
|
2025
Q1 | $2.74M | Sell |
7,825
-402
| -5% | -$141K | 0.97% | 36 |
|
|
2024
Q4 | $2.6M | Buy |
8,227
+282
| +4% | +$89.1K | 0.95% | 38 |
|
|
2024
Q3 | $2.18M | Buy |
7,945
+27
| +0.3% | +$7.42K | 0.8% | 45 |
|
|
2024
Q2 | $2.08M | Buy |
7,918
+361
| +5% | +$94.8K | 0.81% | 42 |
|
|
2024
Q1 | $2.11M | Buy |
7,557
+460
| +6% | +$128K | 0.88% | 41 |
|
|
2023
Q4 | $1.85M | Buy |
7,097
+587
| +9% | +$153K | 0.86% | 40 |
|
|
2023
Q3 | $1.5M | Buy |
6,510
+442
| +7% | +$102K | 0.79% | 48 |
|
|
2023
Q2 | $1.48M | Buy |
6,068
+174
| +3% | +$42.5K | 0.78% | 46 |
|
|
2023
Q1 | $1.33M | Buy |
5,894
+91
| +2% | +$20.5K | 0.75% | 44 |
|
|
2022
Q4 | $1.3M | Buy |
5,803
+339
| +6% | +$75.8K | 0.78% | 44 |
|
|
2022
Q3 | $1.01M | Buy |
5,464
+203
| +4% | +$37.6K | 0.67% | 53 |
|
|
2022
Q2 | $1.08M | Buy |
5,261
+127
| +2% | +$26K | 0.77% | 45 |
|
|
2022
Q1 | $1.04M | Buy |
5,134
+481
| +10% | +$97.5K | 0.72% | 44 |
|
|
2021
Q4 | $1.02M | Buy |
+4,653
| New | +$1.02M | 0.65% | 49 |
|