ERn Financial LLC’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
1,293
-3,913
| -75% | -$1.39M | 0.1% | 104 |
|
|
2025
Q1 | $1.82M | Sell |
5,206
-131
| -2% | -$45.9K | 0.29% | 66 |
|
|
2024
Q4 | $1.69M | Buy |
5,337
+368
| +7% | +$116K | 0.25% | 70 |
|
|
2024
Q3 | $1.37M | Sell |
4,969
-66
| -1% | -$18.1K | 0.21% | 78 |
|
|
2024
Q2 | $1.32M | Sell |
5,035
-75
| -1% | -$19.7K | 0.22% | 77 |
|
|
2024
Q1 | $1.43M | Buy |
5,110
+85
| +2% | +$23.7K | 0.25% | 74 |
|
|
2023
Q4 | $1.35M | Buy |
5,025
+190
| +4% | +$50.9K | 0.25% | 74 |
|
|
2023
Q3 | $1.11M | Buy |
4,835
+308
| +7% | +$70.8K | 0.24% | 78 |
|
|
2023
Q2 | $1.08M | Buy |
4,527
+71
| +2% | +$16.9K | 0.23% | 81 |
|
|
2023
Q1 | $1M | Buy |
4,456
+15
| +0.3% | +$3.38K | 0.22% | 81 |
|
|
2022
Q4 | $923K | Sell |
4,441
-313
| -7% | -$65K | 0.21% | 86 |
|
|
2022
Q3 | $845K | Buy |
4,754
+69
| +1% | +$12.3K | 0.22% | 82 |
|
|
2022
Q2 | $922K | Buy |
4,685
+1,582
| +51% | +$311K | 0.22% | 80 |
|
|
2022
Q1 | $688K | Buy |
3,103
+1,517
| +96% | +$336K | 0.15% | 85 |
|
|
2021
Q4 | $344K | Hold |
1,586
| – | – | 0.08% | 118 |
|
|
2021
Q3 | $353K | Buy |
1,586
+32
| +2% | +$7.12K | 0.09% | 103 |
|
|
2021
Q2 | $363K | Buy |
1,554
+56
| +4% | +$13.1K | 0.13% | 76 |
|
|
2021
Q1 | $317K | Buy |
1,498
+123
| +9% | +$26K | 0.12% | 75 |
|
|
2020
Q4 | $301K | Hold |
1,375
| – | – | 0.12% | 71 |
|
|
2020
Q3 | $275K | Buy |
1,375
+40
| +3% | +$8K | 0.13% | 65 |
|
|
2020
Q2 | $258K | Sell |
1,335
-167
| -11% | -$32.3K | 0.13% | 65 |
|
|
2020
Q1 | $242K | Sell |
1,502
-41
| -3% | -$6.61K | 0.16% | 55 |
|
|
2019
Q4 | $290K | Buy |
1,543
+21
| +1% | +$3.95K | 0.17% | 53 |
|
|
2019
Q3 | $262K | Buy |
1,522
+35
| +2% | +$6.03K | 0.19% | 44 |
|
|
2019
Q2 | $258K | Sell |
1,487
-199
| -12% | -$34.5K | 0.19% | 45 |
|
|
2019
Q1 | $271K | Buy |
1,686
+50
| +3% | +$8.04K | 0.16% | 56 |
|
|
2018
Q4 | $216K | Buy |
+1,636
| New | +$216K | 0.19% | 55 |
|