EFG
Embree Financial Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
1,212
+70
| +6% | +$24.8K | 0.06% | 143 |
|
|
2025
Q1 | $400K | Sell |
1,142
-29
| -2% | -$10.2K | 0.07% | 140 |
|
|
2024
Q4 | $370K | Sell |
1,171
-130
| -10% | -$41.1K | 0.06% | 138 |
|
|
2024
Q3 | $358K | Buy |
1,301
+2
| +0.2% | +$550 | 0.06% | 142 |
|
|
2024
Q2 | $341K | Buy |
1,299
+90
| +7% | +$23.6K | 0.07% | 138 |
|
|
2024
Q1 | $337K | Buy |
1,209
+77
| +7% | +$21.5K | 0.07% | 142 |
|
|
2023
Q4 | $295K | Buy |
+1,132
| New | +$295K | 0.06% | 143 |
|