Diversified Portfolios Inc’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
1,729
+36
| +2% | +$12.8K | 0.06% | 105 |
|
|
2025
Q1 | $593K | Sell |
1,693
-890
| -34% | -$312K | 0.06% | 100 |
|
|
2024
Q4 | $816K | Buy |
2,583
+73
| +3% | +$23.1K | 0.09% | 85 |
|
|
2024
Q3 | $690K | Buy |
2,510
+17
| +0.7% | +$4.68K | 0.08% | 93 |
|
|
2024
Q2 | $654K | Sell |
2,493
-180
| -7% | -$47.3K | 0.09% | 92 |
|
|
2024
Q1 | $746K | Sell |
2,673
-4
| -0.1% | -$1.12K | 0.11% | 76 |
|
|
2023
Q4 | $697K | Sell |
2,677
-9
| -0.3% | -$2.34K | 0.11% | 78 |
|
|
2023
Q3 | $618K | Sell |
2,686
-341
| -11% | -$78.4K | 0.12% | 74 |
|
|
2023
Q2 | $719K | Hold |
3,027
| – | – | 0.14% | 73 |
|
|
2023
Q1 | $683K | Sell |
3,027
-205
| -6% | -$46.2K | 0.15% | 75 |
|
|
2022
Q4 | $671K | Hold |
3,232
| – | – | 0.15% | 73 |
|
|
2022
Q3 | $574K | Buy |
3,232
+1,454
| +82% | +$258K | 0.15% | 72 |
|
|
2022
Q2 | $350K | Sell |
1,778
-1,349
| -43% | -$266K | 0.1% | 97 |
|
|
2022
Q1 | $694K | Sell |
3,127
-415
| -12% | -$92.1K | 0.17% | 71 |
|
|
2021
Q4 | $768K | Hold |
3,542
| – | – | 0.18% | 66 |
|
|
2021
Q3 | $789K | Sell |
3,542
-250
| -7% | -$55.7K | 0.22% | 52 |
|
|
2021
Q2 | $887K | Buy |
3,792
+2,000
| +112% | +$468K | 0.33% | 39 |
|
|
2021
Q1 | $379K | Hold |
1,792
| – | – | 0.12% | 68 |
|
|
2020
Q4 | $392K | Buy |
1,792
+409
| +30% | +$89.5K | 0.14% | 60 |
|
|
2020
Q3 | $277K | Hold |
1,383
| – | – | 0.12% | 59 |
|
|
2020
Q2 | $267K | Hold |
1,383
| – | – | 0.13% | 52 |
|
|
2020
Q1 | $223K | Hold |
1,383
| – | – | 0.12% | 51 |
|
|
2019
Q4 | $260K | Hold |
1,383
| – | – | 0.12% | 51 |
|
|
2019
Q3 | $238K | Hold |
1,383
| – | – | 0.12% | 53 |
|
|
2019
Q2 | $240K | Hold |
1,383
| – | – | 0.13% | 48 |
|
|
2019
Q1 | $216K | Buy |
+1,383
| New | +$216K | 0.12% | 51 |
|