Financial Alternatives’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Hold |
1,801
| – | – | 0.42% | 38 |
|
|
2025
Q1 | $631K | Sell |
1,801
-17
| -0.9% | -$5.96K | 0.45% | 37 |
|
|
2024
Q4 | $574K | Buy |
1,818
+1
| +0.1% | +$316 | 0.41% | 42 |
|
|
2024
Q3 | $500K | Hold |
1,817
| – | – | 0.35% | 45 |
|
|
2024
Q2 | $477K | Buy |
1,817
+34
| +2% | +$8.92K | 0.36% | 46 |
|
|
2024
Q1 | $498K | Buy |
1,783
+1
| +0.1% | +$279 | 0.38% | 43 |
|
|
2023
Q4 | $464K | Hold |
1,782
| – | – | 0.39% | 45 |
|
|
2023
Q3 | $410K | Hold |
1,782
| – | – | 0.38% | 43 |
|
|
2023
Q2 | $423K | Buy |
1,782
+1
| +0.1% | +$237 | 0.38% | 44 |
|
|
2023
Q1 | $402K | Hold |
1,781
| – | – | 0.38% | 46 |
|
|
2022
Q4 | $370K | Buy |
+1,781
| New | +$370K | 0.37% | 50 |
|