Ehrlich Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
907
+18
| +2% | +$6.39K | 0.21% | 77 |
|
|
2025
Q1 | $312K | Sell |
889
-63
| -7% | -$22.1K | 0.23% | 82 |
|
|
2024
Q4 | $301K | Sell |
952
-21
| -2% | -$6.64K | 0.21% | 83 |
|
|
2024
Q3 | $267K | Sell |
973
-5
| -0.5% | -$1.37K | 0.19% | 84 |
|
|
2024
Q2 | $257K | Buy |
978
+6
| +0.6% | +$1.57K | 0.2% | 81 |
|
|
2024
Q1 | $271K | Sell |
972
-35
| -3% | -$9.77K | 0.23% | 80 |
|
|
2023
Q4 | $262K | Buy |
+1,007
| New | +$262K | 0.26% | 78 |
|