Fiduciary Family Office’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
10,735
-398
| -4% | -$141K | 1.25% | 12 |
|
|
2025
Q1 | $3.9M | Buy |
+11,133
| New | +$3.9M | 1.3% | 8 |
|
|
2024
Q4 | – | Sell |
-10,489
| Closed | -$2.88M | – | 225 |
|
|
2024
Q3 | $2.88M | Buy |
10,489
+1,630
| +18% | +$448K | 0.95% | 12 |
|
|
2024
Q2 | $2.33M | Sell |
8,859
-95
| -1% | -$24.9K | 0.92% | 15 |
|
|
2024
Q1 | $2.5M | Sell |
8,954
-155
| -2% | -$43.3K | 0.98% | 15 |
|
|
2023
Q4 | $2.37M | Buy |
+9,109
| New | +$2.37M | 1.04% | 10 |
|