Ellenbecker Investment 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 | $668K | Buy |
1,882
+5
| +0.3% | +$1.78K | 0.11% | 56 |
|
|
2025
Q1 | $658K | Buy |
1,877
+43
| +2% | +$15.1K | 0.12% | 57 |
|
|
2024
Q4 | $580K | Buy |
1,834
+84
| +5% | +$26.6K | 0.1% | 58 |
|
|
2024
Q3 | $481K | Sell |
1,750
-555
| -24% | -$153K | 0.09% | 64 |
|
|
2024
Q2 | $605K | Buy |
2,305
+353
| +18% | +$92.7K | 0.12% | 54 |
|
|
2024
Q1 | $545K | Sell |
1,952
-88
| -4% | -$24.6K | 0.11% | 55 |
|
|
2023
Q4 | $531K | Sell |
2,040
-297
| -13% | -$77.3K | 0.12% | 55 |
|
|
2023
Q3 | $537K | Buy |
2,337
+572
| +32% | +$131K | 0.14% | 54 |
|
|
2023
Q2 | $419K | Buy |
1,765
+169
| +11% | +$40.1K | 0.11% | 59 |
|
|
2023
Q1 | $359K | Buy |
1,596
+79
| +5% | +$17.8K | 0.1% | 62 |
|
|
2022
Q4 | $315K | Buy |
1,517
+207
| +16% | +$43K | 0.09% | 67 |
|
|
2022
Q3 | $232K | Buy |
1,310
+92
| +8% | +$16.3K | 0.07% | 73 |
|
|
2022
Q2 | $239K | Buy |
1,218
+102
| +9% | +$20K | 0.07% | 72 |
|
|
2022
Q1 | $247K | Sell |
1,116
-250
| -18% | -$55.3K | 0.07% | 76 |
|
|
2021
Q4 | $296K | Buy |
+1,366
| New | +$296K | 0.08% | 67 |
|