Dean Investment 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 | $232K | Sell |
653
-11
| -2% | -$3.91K | 0.03% | 202 |
|
|
2025
Q1 | $233K | Sell |
664
-85
| -11% | -$29.8K | 0.03% | 209 |
|
|
2024
Q4 | $237K | Sell |
749
-77
| -9% | -$24.3K | 0.03% | 212 |
|
|
2024
Q3 | $227K | Sell |
826
-4
| -0.5% | -$1.1K | 0.03% | 215 |
|
|
2024
Q2 | $218K | Sell |
830
-448
| -35% | -$118K | 0.03% | 211 |
|
|
2024
Q1 | $357K | Sell |
1,278
-140
| -10% | -$39.1K | 0.05% | 202 |
|
|
2023
Q4 | $369K | Sell |
1,418
-44
| -3% | -$11.5K | 0.05% | 201 |
|
|
2023
Q3 | $336K | Sell |
1,462
-6
| -0.4% | -$1.38K | 0.06% | 199 |
|
|
2023
Q2 | $349K | Sell |
1,468
-79
| -5% | -$18.8K | 0.06% | 205 |
|
|
2023
Q1 | $349K | Sell |
1,547
-142
| -8% | -$32K | 0.06% | 203 |
|
|
2022
Q4 | $351K | Buy |
1,689
+26
| +2% | +$5.4K | 0.06% | 215 |
|
|
2022
Q3 | $295K | Buy |
+1,663
| New | +$295K | 0.06% | 213 |
|