Divergent Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
1,604
-62
| -4% | -$22K | 0.17% | 20 |
|
|
2025
Q1 | $577K | Hold |
1,666
| – | – | 0.19% | 17 |
|
|
2024
Q4 | $513K | Hold |
1,666
| – | – | 0.18% | 18 |
|
|
2024
Q3 | $463K | Hold |
1,666
| – | – | 0.17% | 18 |
|
|
2024
Q2 | $448K | Hold |
1,666
| – | – | 0.18% | 18 |
|
|
2024
Q1 | $464K | Buy |
1,666
+375
| +29% | +$104K | 0.2% | 15 |
|
|
2023
Q4 | $334K | Hold |
1,291
| – | – | 0.16% | 16 |
|
|
2023
Q3 | $303K | Hold |
1,291
| – | – | 0.16% | 14 |
|
|
2023
Q2 | $307K | Hold |
1,291
| – | – | 0.16% | 17 |
|
|
2023
Q1 | $291K | Sell |
1,291
-34
| -3% | -$7.67K | 0.16% | 20 |
|
|
2022
Q4 | $275K | Hold |
1,325
| – | – | 0.17% | 17 |
|
|
2022
Q3 | $235K | Hold |
1,325
| – | – | 0.17% | 22 |
|
|
2022
Q2 | $261K | Hold |
1,325
| – | – | 0.19% | 16 |
|
|
2022
Q1 | $300K | Hold |
1,325
| – | – | 0.19% | 17 |
|
|
2021
Q4 | $295K | Hold |
1,325
| – | – | 0.22% | 16 |
|
|
2021
Q3 | $297K | Hold |
1,325
| – | – | 0.24% | 13 |
|
|
2021
Q2 | $329K | Hold |
1,325
| – | – | 0.27% | 13 |
|
|
2021
Q1 | $300K | Hold |
1,325
| – | – | 0.26% | 11 |
|
|
2020
Q4 | $290K | Buy |
+1,325
| New | +$290K | 0.28% | 12 |
|