Exchange Bank’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
1,528
-79
| -5% | -$28K | 0.43% | 71 |
|
|
2025
Q1 | $563K | Buy |
1,607
+19
| +1% | +$6.66K | 0.45% | 66 |
|
|
2024
Q4 | $502K | Sell |
1,588
-16
| -1% | -$5.06K | 0.4% | 70 |
|
|
2024
Q3 | $441K | Sell |
1,604
-7
| -0.4% | -$1.93K | 0.36% | 75 |
|
|
2024
Q2 | $423K | Sell |
1,611
-75
| -4% | -$19.7K | 0.36% | 71 |
|
|
2024
Q1 | $471K | Sell |
1,686
-21
| -1% | -$5.86K | 0.39% | 70 |
|
|
2023
Q4 | $444K | Buy |
1,707
+13
| +0.8% | +$3.39K | 0.39% | 71 |
|
|
2023
Q3 | $390K | Buy |
1,694
+328
| +24% | +$75.4K | 0.37% | 69 |
|
|
2023
Q2 | $324K | Buy |
+1,366
| New | +$324K | 0.31% | 78 |
|