Creative Financial Designs’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Sell |
1,641
-79
| -5% | -$28K | 0.04% | 301 |
|
|
2025
Q1 | $603K | Buy |
1,720
+144
| +9% | +$50.5K | 0.05% | 264 |
|
|
2024
Q4 | $498K | Sell |
1,576
-317
| -17% | -$100K | 0.04% | 285 |
|
|
2024
Q3 | $521K | Sell |
1,893
-200
| -10% | -$55K | 0.04% | 284 |
|
|
2024
Q2 | $549K | Sell |
2,093
-79
| -4% | -$20.7K | 0.05% | 264 |
|
|
2024
Q1 | $606K | Sell |
2,172
-90
| -4% | -$25.1K | 0.06% | 237 |
|
|
2023
Q4 | $589K | Buy |
2,262
+212
| +10% | +$55.2K | 0.06% | 215 |
|
|
2023
Q3 | $471K | Buy |
2,050
+1
| +0% | +$230 | 0.06% | 225 |
|
|
2023
Q2 | $487K | Buy |
2,049
+49
| +2% | +$11.6K | 0.06% | 216 |
|
|
2023
Q1 | $451K | Sell |
2,000
-67
| -3% | -$15.1K | 0.06% | 218 |
|
|
2022
Q4 | $429K | Buy |
2,067
+289
| +16% | +$60K | 0.06% | 217 |
|
|
2022
Q3 | $316K | Buy |
1,778
+106
| +6% | +$18.8K | 0.05% | 235 |
|
|
2022
Q2 | $329K | Sell |
1,672
-168
| -9% | -$33.1K | 0.05% | 231 |
|
|
2022
Q1 | $408K | Buy |
1,840
+53
| +3% | +$11.8K | 0.06% | 217 |
|
|
2021
Q4 | $387K | Sell |
1,787
-355
| -17% | -$76.9K | 0.06% | 219 |
|
|
2021
Q3 | $477K | Buy |
2,142
+24
| +1% | +$5.35K | 0.08% | 185 |
|
|
2021
Q2 | $495K | Buy |
2,118
+42
| +2% | +$9.82K | 0.09% | 182 |
|
|
2021
Q1 | $440K | Sell |
2,076
-178
| -8% | -$37.7K | 0.09% | 183 |
|
|
2020
Q4 | $493K | Buy |
2,254
+12
| +0.5% | +$2.63K | 0.11% | 147 |
|
|
2020
Q3 | $448K | Buy |
2,242
+63
| +3% | +$12.6K | 0.11% | 151 |
|
|
2020
Q2 | $421K | Buy |
2,179
+1,706
| +361% | +$330K | 0.13% | 127 |
|
|
2020
Q1 | $76K | Buy |
473
+182
| +63% | +$29.2K | 0.04% | 192 |
|
|
2019
Q4 | $56K | Sell |
291
-108
| -27% | -$20.8K | 0.03% | 241 |
|
|
2019
Q3 | $68K | Sell |
399
-334
| -46% | -$56.9K | 0.04% | 207 |
|
|
2019
Q2 | $129K | Buy |
733
+40
| +6% | +$7.04K | 0.07% | 159 |
|
|
2019
Q1 | $108K | Buy |
693
+1
| +0.1% | +$156 | 0.06% | 159 |
|
|
2018
Q4 | $91K | Buy |
692
+10
| +1% | +$1.32K | 0.07% | 149 |
|
|
2018
Q3 | $102K | Buy |
682
+73
| +12% | +$10.9K | 0.06% | 158 |
|
|
2018
Q2 | $81K | Buy |
609
+1
| +0.2% | +$133 | 0.05% | 196 |
|
|
2018
Q1 | $73K | Sell |
608
-34
| -5% | -$4.08K | 0.05% | 191 |
|
|
2017
Q4 | $73K | Sell |
642
-120
| -16% | -$13.6K | 0.05% | 189 |
|
|
2017
Q3 | $80K | Buy |
762
+80
| +12% | +$8.4K | 0.05% | 202 |
|
|
2017
Q2 | $64K | Buy |
682
+50
| +8% | +$4.69K | 0.04% | 215 |
|
|
2017
Q1 | $56K | Buy |
632
+59
| +10% | +$5.23K | 0.04% | 225 |
|
|
2016
Q4 | $45K | Buy |
+573
| New | +$45K | 0.04% | 237 |
|