Crumly & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Sell |
2,125
-56
| -3% | -$19.9K | 0.18% | 75 |
|
|
2025
Q1 | $764K | Buy |
2,181
+45
| +2% | +$15.8K | 0.21% | 69 |
|
|
2024
Q4 | $675K | Sell |
2,136
-36
| -2% | -$11.4K | 0.18% | 79 |
|
|
2024
Q3 | $597K | Buy |
2,172
+109
| +5% | +$30K | 0.17% | 86 |
|
|
2024
Q2 | $542K | Buy |
2,063
+31
| +2% | +$8.14K | 0.16% | 91 |
|
|
2024
Q1 | $567K | Buy |
2,032
+9
| +0.4% | +$2.51K | 0.15% | 93 |
|
|
2023
Q4 | $527K | Buy |
2,023
+616
| +44% | +$160K | 0.15% | 87 |
|
|
2023
Q3 | $324K | Sell |
1,407
-122
| -8% | -$28.1K | 0.13% | 92 |
|
|
2023
Q2 | $363K | Sell |
1,529
-218
| -12% | -$51.8K | 0.15% | 92 |
|
|
2023
Q1 | $394K | Buy |
1,747
+39
| +2% | +$8.8K | 0.17% | 82 |
|
|
2022
Q4 | $355K | Sell |
1,708
-1,325
| -44% | -$275K | 0.13% | 71 |
|
|
2022
Q3 | $539K | Buy |
3,033
+139
| +5% | +$24.7K | 0.22% | 56 |
|
|
2022
Q2 | $570K | Buy |
2,894
+205
| +8% | +$40.4K | 0.24% | 56 |
|
|
2022
Q1 | $596K | Buy |
2,689
+160
| +6% | +$35.5K | 0.22% | 68 |
|
|
2021
Q4 | $586K | Sell |
2,529
-449
| -15% | -$104K | 0.23% | 66 |
|
|
2021
Q3 | $663K | Buy |
2,978
+417
| +16% | +$92.8K | 0.31% | 54 |
|
|
2021
Q2 | $599K | Buy |
2,561
+355
| +16% | +$83K | 0.29% | 55 |
|
|
2021
Q1 | $467K | Sell |
2,206
-558
| -20% | -$118K | 0.27% | 51 |
|
|
2020
Q4 | $558K | Buy |
2,764
+1,120
| +68% | +$226K | 0.39% | 37 |
|
|
2020
Q3 | $329K | Buy |
+1,644
| New | +$329K | 0.28% | 36 |
|