Envestnet Portfolio Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.5M | Buy |
161,916
+9,491
| +6% | +$3.37M | 0.21% | 67 |
|
|
2025
Q1 | $53.4M | Sell |
152,425
-29,870
| -16% | -$10.5M | 0.2% | 67 |
|
|
2024
Q4 | $57.6M | Sell |
182,295
-1,548
| -0.8% | -$489K | 0.19% | 68 |
|
|
2024
Q3 | $50.5M | Sell |
183,843
-1,808
| -1% | -$497K | 0.16% | 69 |
|
|
2024
Q2 | $48.7M | Sell |
185,651
-3,450
| -2% | -$906K | 0.17% | 70 |
|
|
2024
Q1 | $52.8M | Buy |
189,101
+15,156
| +9% | +$4.23M | 0.2% | 68 |
|
|
2023
Q4 | $45.3M | Buy |
173,945
+7,860
| +5% | +$2.05M | 0.19% | 71 |
|
|
2023
Q3 | $38.2M | Buy |
+166,085
| New | +$38.2M | 0.18% | 71 |
|