Financial Enhancement 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 | $12.4M | Sell |
35,747
-2,381
| -6% | -$828K | 1.78% | 15 |
|
|
2025
Q1 | $12.6M | Sell |
38,128
-1,851
| -5% | -$613K | 1.97% | 16 |
|
|
2024
Q4 | $12.3M | Buy |
39,979
+9,951
| +33% | +$3.05M | 1.88% | 15 |
|
|
2024
Q3 | $6.92M | Sell |
30,028
-9,355
| -24% | -$2.16M | 1.34% | 23 |
|
|
2024
Q2 | $10.5M | Sell |
39,383
-402
| -1% | -$107K | 1.69% | 19 |
|
|
2024
Q1 | $11M | Sell |
39,785
-612
| -2% | -$169K | 1.8% | 15 |
|
|
2023
Q4 | $10.8M | Buy |
40,397
+311
| +0.8% | +$82.9K | 1.9% | 13 |
|
|
2023
Q3 | $9.62M | Sell |
40,086
-76
| -0.2% | -$18.2K | 1.85% | 13 |
|
|
2023
Q2 | $9.54M | Buy |
40,162
+10,134
| +34% | +$2.41M | 1.76% | 15 |
|
|
2023
Q1 | $6.92M | Buy |
30,028
+8,430
| +39% | +$1.94M | 1.34% | 23 |
|
|
2022
Q4 | $4.97M | Buy |
21,598
+901
| +4% | +$207K | 0.95% | 39 |
|
|
2022
Q3 | $3.68M | Sell |
20,697
-409
| -2% | -$72.7K | 0.85% | 30 |
|
|
2022
Q2 | $4.16M | Sell |
21,106
-12,941
| -38% | -$2.55M | 0.9% | 30 |
|
|
2022
Q1 | $7.55M | Sell |
34,047
-1,962
| -5% | -$435K | 1.4% | 19 |
|
|
2021
Q4 | $7.8M | Sell |
36,009
-4,434
| -11% | -$961K | 1.37% | 21 |
|
|
2021
Q3 | $9.01M | Buy |
40,443
+11,713
| +41% | +$2.61M | 1.71% | 17 |
|
|
2021
Q2 | $6.72M | Sell |
28,730
-1,128
| -4% | -$264K | 1.38% | 21 |
|
|
2021
Q1 | $6.32M | Buy |
29,858
+110
| +0.4% | +$23.3K | 1.29% | 24 |
|
|
2020
Q4 | $6.51M | Sell |
29,748
-1,563
| -5% | -$342K | 1.38% | 22 |
|
|
2020
Q3 | $6.26M | Sell |
31,311
-1,258
| -4% | -$252K | 1.45% | 22 |
|
|
2020
Q2 | $6.29M | Buy |
32,569
+14
| +0% | +$2.7K | 1.58% | 23 |
|
|
2020
Q1 | $5.25M | Sell |
32,555
-12,504
| -28% | -$2.01M | 1.56% | 22 |
|
|
2019
Q4 | $8.47M | Sell |
45,059
-68
| -0.2% | -$12.8K | 2.13% | 15 |
|
|
2019
Q3 | $7.76M | Sell |
45,127
-1,429
| -3% | -$246K | 2.09% | 16 |
|
|
2019
Q2 | $8.08M | Buy |
46,556
+333
| +0.7% | +$57.8K | 2.36% | 14 |
|
|
2019
Q1 | $7.22M | Buy |
46,223
+2,218
| +5% | +$346K | 2.2% | 14 |
|
|
2018
Q4 | $6.61M | Buy |
44,005
+44
| +0.1% | +$6.6K | 2.08% | 18 |
|
|
2018
Q3 | $6.6M | Buy |
43,961
+1,186
| +3% | +$178K | 2.08% | 18 |
|
|
2018
Q2 | $5.67M | Buy |
+42,775
| New | +$5.67M | 1.95% | 19 |
|