EFG
Ethos Financial Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
8,175
+990
| +14% | +$352K | 0.25% | 92 |
|
|
2025
Q1 | $2.35M | Buy |
7,185
+2,236
| +45% | +$731K | 0.22% | 105 |
|
|
2024
Q4 | $1.57M | Sell |
4,949
-397
| -7% | -$126K | 0.2% | 83 |
|
|
2024
Q3 | $1.47M | Sell |
5,346
-99
| -2% | -$27.2K | 0.24% | 62 |
|
|
2024
Q2 | $1.45M | Buy |
5,445
+486
| +10% | +$130K | 0.26% | 62 |
|
|
2024
Q1 | $1.38M | Buy |
4,959
+34
| +0.7% | +$9.49K | 0.26% | 64 |
|
|
2023
Q4 | $1.28M | Buy |
4,925
+289
| +6% | +$75.2K | 0.27% | 62 |
|
|
2023
Q3 | $1.07M | Buy |
4,636
+254
| +6% | +$58.4K | 0.28% | 54 |
|
|
2023
Q2 | $988K | Hold |
4,382
| – | – | 0.33% | 48 |
|
|
2023
Q1 | $988K | Buy |
4,382
+217
| +5% | +$48.9K | 0.31% | 53 |
|
|
2022
Q4 | $874K | Buy |
+4,165
| New | +$874K | 0.3% | 54 |
|