Consolidated Planning Corp’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
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|
2025
Q1 | $720K | Sell |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $4.25M | Buy |
|
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|
2024
Q2 | $3.34M | Buy |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.19M | Buy |
|
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $244K | Buy |
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