Financial Gravity Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $164K | Buy |
+467
| New | +$164K | 0.04% | 164 |
|
|
2024
Q2 | $119K | Buy |
452
+298
| +194% | +$78.2K | 0.03% | 165 |
|
|
2024
Q1 | $42.1K | Sell |
154
-8,508
| -98% | -$2.33M | 0.01% | 414 |
|
|
2023
Q4 | $12.2M | Buy |
8,662
+63
| +0.7% | +$89K | 0.13% | 75 |
|
|
2023
Q3 | $12.2M | Buy |
8,599
+7,910
| +1,148% | +$11.2M | 0.13% | 75 |
|
|
2023
Q2 | $8.64K | Buy |
689
+12
| +2% | +$150 | 0.02% | 381 |
|
|
2023
Q1 | $331 | Buy |
677
+469
| +225% | +$229 | 0.01% | 522 |
|
|
2022
Q4 | $6.65K | Sell |
208
-1,394
| -87% | -$44.6K | 0.03% | 351 |
|
|
2022
Q3 | $152 | Sell |
1,602
-171
| -10% | -$16 | 0.01% | 595 |
|
|
2022
Q2 | $170 | Sell |
1,773
-232
| -12% | -$22 | 0.01% | 552 |
|
|
2022
Q1 | $195 | Sell |
2,005
-618
| -24% | -$60 | 0.01% | 577 |
|
|
2021
Q4 | $437 | Buy |
2,623
+2,602
| +12,390% | +$434 | 0.01% | 502 |
|
|
2021
Q3 | $227K | Sell |
21
-46
| -69% | -$497K | 0.11% | 157 |
|
|
2021
Q2 | $249K | Sell |
67
-1
| -1% | -$3.72K | 0.09% | 142 |
|
|
2021
Q1 | $660 | Sell |
68
-12
| -15% | -$116 | 0.01% | 374 |
|
|
2020
Q4 | $17K | Buy |
+80
| New | +$17K | 0.02% | 141 |
|
|
2020
Q2 | – | Sell |
-475
| Closed | -$40.6K | – | 881 |
|
|
2020
Q1 | $40.6K | Sell |
475
-208
| -30% | -$17.8K | 0.13% | 75 |
|
|
2019
Q4 | $279K | Sell |
683
-46
| -6% | -$18.8K | 0.19% | 62 |
|
|
2019
Q3 | $125K | Sell |
729
-245
| -25% | -$42K | 0.11% | 178 |
|
|
2019
Q2 | $169K | Buy |
974
+568
| +140% | +$98.6K | 0.14% | 164 |
|
|
2019
Q1 | $64K | Buy |
+406
| New | +$64K | 0.05% | 261 |
|
|
2018
Q3 | $51K | Sell |
386
-41
| -10% | -$5.42K | 0.05% | 317 |
|
|
2018
Q2 | $60K | Sell |
427
-441
| -51% | -$62K | 0.06% | 286 |
|
|
2018
Q1 | $110K | Buy |
+868
| New | +$110K | 0.11% | 176 |
|