Exeter Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
826
-12
| -1% | -$4.26K | 0.13% | 82 |
|
|
2025
Q1 | $294K | Hold |
838
| – | – | 0.13% | 80 |
|
|
2024
Q4 | $265K | Hold |
838
| – | – | 0.12% | 83 |
|
|
2024
Q3 | $230K | Sell |
838
-367
| -30% | -$101K | 0.1% | 86 |
|
|
2024
Q2 | $316K | Buy |
+1,205
| New | +$316K | 0.15% | 80 |
|
|
2024
Q1 | – | Sell |
-921
| Closed | -$242K | – | 91 |
|
|
2023
Q4 | $242K | Buy |
921
+1
| +0.1% | +$263 | 0.12% | 84 |
|
|
2023
Q3 | $212K | Hold |
920
| – | – | 0.11% | 86 |
|
|
2023
Q2 | $221K | Buy |
920
+1
| +0.1% | +$240 | 0.11% | 86 |
|
|
2023
Q1 | $208K | Buy |
+919
| New | +$208K | 0.1% | 87 |
|
|
2021
Q3 | – | Sell |
-1,195
| Closed | -$285K | – | 83 |
|
|
2021
Q2 | $285K | Buy |
+1,195
| New | +$285K | 0.17% | 76 |
|
|
2021
Q1 | – | Sell |
-972
| Closed | -$213K | – | 79 |
|
|
2020
Q4 | $213K | Buy |
+972
| New | +$213K | 0.15% | 76 |
|