Creative Financial Designs’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $767K | Buy |
2,537
+388
| +18% | +$125K | 0.05% | 270 |
|
|
2025
Q4 | $754K | Sell |
2,149
-351
| -14% | -$120K | 0.05% | 274 |
|
|
2025
Q3 | $854K | Buy |
2,500
+859
| +52% | +$297K | 0.06% | 251 |
|
|
2025
Q2 | $583K | Sell |
1,641
-79
| -5% | -$27.5K | 0.04% | 301 |
|
|
2025
Q1 | $603K | Buy |
1,720
+144
| +9% | +$48.7K | 0.05% | 264 |
|
|
2024
Q4 | $498K | Sell |
1,576
-317
| -17% | -$95.3K | 0.04% | 285 |
|
|
2024
Q3 | $521K | Sell |
1,893
-200
| -10% | -$54.1K | 0.04% | 284 |
|
|
2024
Q2 | $549K | Sell |
2,093
-79
| -4% | -$21.7K | 0.05% | 264 |
|
|
2024
Q1 | $606K | Sell |
2,172
-90
| -4% | -$24.8K | 0.06% | 237 |
|
|
2023
Q4 | $589K | Buy |
2,262
+212
| +10% | +$52.3K | 0.06% | 215 |
|
|
2023
Q3 | $471K | Buy |
2,050
+1
| +0% | +$240 | 0.06% | 225 |
|
|
2023
Q2 | $487K | Buy |
2,049
+49
| +2% | +$11.2K | 0.06% | 216 |
|
|
2023
Q1 | $451K | Sell |
2,000
-67
| -3% | -$14.9K | 0.06% | 218 |
|
|
2022
Q4 | $429K | Buy |
2,067
+289
| +16% | +$58.3K | 0.06% | 217 |
|
|
2022
Q3 | $316K | Buy |
1,778
+106
| +6% | +$21.6K | 0.05% | 235 |
|
|
2022
Q2 | $329K | Sell |
1,672
-168
| -9% | -$34.7K | 0.05% | 231 |
|
|
2022
Q1 | $408K | Buy |
1,840
+53
| +3% | +$11.5K | 0.06% | 217 |
|
|
2021
Q4 | $387K | Sell |
1,787
-355
| -17% | -$76.2K | 0.06% | 219 |
|
|
2021
Q3 | $477K | Buy |
2,142
+24
| +1% | +$5.63K | 0.08% | 185 |
|
|
2021
Q2 | $495K | Buy |
2,118
+42
| +2% | +$9.6K | 0.09% | 182 |
|
|
2021
Q1 | $440K | Sell |
2,076
-178
| -8% | -$37.5K | 0.09% | 183 |
|
|
2020
Q4 | $493K | Buy |
2,254
+12
| +0.5% | +$2.46K | 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% | +$312K | 0.13% | 127 |
|
|
2020
Q1 | $76K | Buy |
473
+182
| +63% | +$34.3K | 0.04% | 192 |
|
|
2019
Q4 | $56K | Sell |
291
-108
| -27% | -$19.5K | 0.03% | 241 |
|
|
2019
Q3 | $68K | Sell |
399
-334
| -46% | -$59.5K | 0.04% | 207 |
|
|
2019
Q2 | $129K | Buy |
733
+40
| +6% | +$6.55K | 0.07% | 159 |
|
|
2019
Q1 | $108K | Buy |
693
+1
| +0.1% | +$144 | 0.06% | 159 |
|
|
2018
Q4 | $91K | Buy |
692
+10
| +1% | +$1.38K | 0.07% | 149 |
|
|
2018
Q3 | $102K | Buy |
682
+73
| +12% | +$10.4K | 0.06% | 158 |
|
|
2018
Q2 | $81K | Buy |
609
+1
| +0.2% | +$129 | 0.05% | 196 |
|
|
2018
Q1 | $73K | Sell |
608
-34
| -5% | -$4.12K | 0.05% | 191 |
|
|
2017
Q4 | $73K | Sell |
642
-120
| -16% | -$13.3K | 0.05% | 189 |
|
|
2017
Q3 | $80K | Buy |
762
+80
| +12% | +$8.11K | 0.05% | 202 |
|
|
2017
Q2 | $64K | Buy |
682
+50
| +8% | +$4.64K | 0.04% | 215 |
|
|
2017
Q1 | $56K | Buy |
632
+59
| +10% | +$5.08K | 0.04% | 225 |
|
|
2016
Q4 | $45K | Buy |
+573
| New | +$46.1K | 0.04% | 237 |
|
Other funds holding V
VCM
VPM
