Convergence Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
3,913
+221
| +6% | +$78.5K | 0.24% | 62 |
|
|
2025
Q1 | $1.29M | Sell |
3,692
-216
| -6% | -$75.7K | 0.25% | 58 |
|
|
2024
Q4 | $1.24M | Buy |
3,908
+97
| +3% | +$30.7K | 0.25% | 52 |
|
|
2024
Q3 | $1.05M | Sell |
3,811
-449
| -11% | -$123K | 0.22% | 58 |
|
|
2024
Q2 | $1.12M | Buy |
4,260
+2,960
| +228% | +$777K | 0.3% | 45 |
|
|
2024
Q1 | $363K | Buy |
+1,300
| New | +$363K | 0.15% | 38 |
|