Coordinated Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
4,229
-215
| -5% | -$76.3K | 1.04% | 22 |
|
|
2025
Q1 | $1.56M | Buy |
4,444
+60
| +1% | +$21K | 1.19% | 19 |
|
|
2024
Q4 | $1.39M | Buy |
+4,384
| New | +$1.39M | 1.08% | 23 |
|
|
2024
Q2 | $1.19M | Sell |
4,523
-96
| -2% | -$25.2K | 1.02% | 27 |
|
|
2024
Q1 | $1.29M | Buy |
+4,619
| New | +$1.29M | 1.13% | 24 |
|