DF
Donoghue Forlines’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,764
| Closed | -$2.37M | – | 144 |
|
2025
Q1 | $2.37M | Buy |
+6,764
| New | +$2.37M | 0.75% | 21 |
|
2024
Q2 | – | Sell |
-5,594
| Closed | -$1.56M | – | 262 |
|
2024
Q1 | $1.56M | Buy |
5,594
+398
| +8% | +$111K | 0.44% | 69 |
|
2023
Q4 | $1.35M | Sell |
5,196
-207
| -4% | -$53.9K | 0.42% | 66 |
|
2023
Q3 | $1.24M | Sell |
5,403
-60
| -1% | -$13.8K | 0.44% | 70 |
|
2023
Q2 | $1.3M | Buy |
+5,463
| New | +$1.3M | 0.41% | 58 |
|
2023
Q1 | – | Sell |
-6,184
| Closed | -$1.28M | – | 261 |
|
2022
Q4 | $1.28M | Buy |
+6,184
| New | +$1.28M | 0.45% | 62 |
|