Cornerstone Planning 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 | $346K | Buy |
1,027
+1
| +0.1% | +$337 | 0.07% | 64 |
|
|
2025
Q1 | $343K | Buy |
1,026
+522
| +104% | +$175K | 0.08% | 61 |
|
|
2024
Q4 | $169K | Buy |
504
+9
| +2% | +$3.01K | 0.04% | 81 |
|
|
2024
Q3 | $140K | Buy |
495
+39
| +9% | +$11K | 0.04% | 95 |
|
|
2024
Q2 | $117K | Sell |
456
-32
| -7% | -$8.21K | 0.03% | 122 |
|
|
2024
Q1 | $131K | Sell |
488
-61
| -11% | -$16.4K | 0.04% | 96 |
|
|
2023
Q4 | $143K | Buy |
549
+2
| +0.4% | +$521 | 0.05% | 98 |
|
|
2023
Q3 | $126K | Sell |
547
-61
| -10% | -$14K | 0.05% | 101 |
|
|
2023
Q2 | $144K | Buy |
+608
| New | +$144K | 0.06% | 106 |
|
|
2022
Q4 | $115K | Buy |
+522
| New | +$115K | 0.05% | 142 |
|