Everhart Financial 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 | $4.33M | Buy |
12,193
+954
| +8% | +$339K | 0.5% | 31 |
|
|
2025
Q1 | $3.94M | Buy |
11,239
+1,170
| +12% | +$410K | 0.54% | 31 |
|
|
2024
Q4 | $3.18M | Buy |
10,069
+836
| +9% | +$264K | 0.65% | 32 |
|
|
2024
Q3 | $2.54M | Buy |
9,233
+432
| +5% | +$119K | 0.56% | 35 |
|
|
2024
Q2 | $2.31M | Buy |
8,801
+696
| +9% | +$183K | 0.6% | 33 |
|
|
2024
Q1 | $2.26M | Buy |
8,105
+903
| +13% | +$252K | 0.66% | 30 |
|
|
2023
Q4 | $1.87M | Buy |
7,202
+953
| +15% | +$248K | 0.66% | 35 |
|
|
2023
Q3 | $1.44M | Buy |
6,249
+654
| +12% | +$150K | 0.61% | 36 |
|
|
2023
Q2 | $1.33M | Buy |
5,595
+615
| +12% | +$146K | 0.55% | 40 |
|
|
2023
Q1 | $1.12M | Buy |
4,980
+747
| +18% | +$168K | 0.5% | 40 |
|
|
2022
Q4 | $880K | Buy |
4,233
+1,935
| +84% | +$402K | 0.44% | 47 |
|
|
2022
Q3 | $408K | Sell |
2,298
-1,812
| -44% | -$322K | 0.23% | 87 |
|
|
2022
Q2 | $810K | Buy |
4,110
+377
| +10% | +$74.3K | 0.49% | 40 |
|
|
2022
Q1 | $828K | Buy |
3,733
+947
| +34% | +$210K | 0.48% | 46 |
|
|
2021
Q4 | $603K | Buy |
2,786
+428
| +18% | +$92.6K | 0.36% | 56 |
|
|
2021
Q3 | $525K | Buy |
2,358
+557
| +31% | +$124K | 0.36% | 52 |
|
|
2021
Q2 | $422K | Buy |
+1,801
| New | +$422K | 0.29% | 60 |
|