Financial Insights’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
2,604
+72
| +3% | +$25.6K | 0.34% | 44 |
|
|
2025
Q1 | $887K | Buy |
2,532
+25
| +1% | +$8.76K | 0.35% | 40 |
|
|
2024
Q4 | $792K | Sell |
2,507
-1,210
| -33% | -$382K | 0.29% | 45 |
|
|
2024
Q3 | $1.02M | Sell |
3,717
-1,774
| -32% | -$488K | 0.32% | 50 |
|
|
2024
Q2 | $1.44M | Sell |
5,491
-318
| -5% | -$83.5K | 0.4% | 43 |
|
|
2024
Q1 | $1.62M | Sell |
5,809
-1,263
| -18% | -$352K | 0.45% | 44 |
|
|
2023
Q4 | $1.84M | Buy |
7,072
+133
| +2% | +$34.6K | 0.58% | 35 |
|
|
2023
Q3 | $1.63M | Buy |
6,939
+1,041
| +18% | +$245K | 0.58% | 33 |
|
|
2023
Q2 | $1.4M | Buy |
5,898
+1,309
| +29% | +$311K | 0.51% | 39 |
|
|
2023
Q1 | $1.03M | Buy |
4,589
+2,870
| +167% | +$647K | 0.42% | 44 |
|
|
2022
Q4 | $357K | Buy |
1,719
+128
| +8% | +$26.6K | 0.17% | 103 |
|
|
2022
Q3 | $283K | Buy |
1,591
+200
| +14% | +$35.6K | 0.19% | 100 |
|
|
2022
Q2 | $274K | Hold |
1,391
| – | – | 0.28% | 67 |
|
|
2022
Q1 | $308K | Hold |
1,391
| – | – | 0.28% | 61 |
|
|
2021
Q4 | $301K | Hold |
1,391
| – | – | 0.26% | 64 |
|
|
2021
Q3 | $310K | Hold |
1,391
| – | – | 0.29% | 58 |
|
|
2021
Q2 | $3.25M | Hold |
1,391
| – | – | 0.27% | 59 |
|
|
2021
Q1 | $295K | Hold |
1,391
| – | – | 0.22% | 63 |
|
|
2020
Q4 | $304K | Hold |
1,391
| – | – | 0.24% | 55 |
|
|
2020
Q3 | $278K | Sell |
1,391
-662
| -32% | -$132K | 0.24% | 56 |
|
|
2020
Q2 | $269 | Buy |
2,053
+562
| +38% | +$74 | 0.24% | 56 |
|
|
2020
Q1 | $240K | Sell |
1,491
-10
| -0.7% | -$1.61K | 0.25% | 60 |
|
|
2019
Q4 | $282K | Buy |
1,501
+10
| +0.7% | +$1.88K | 0.25% | 58 |
|
|
2019
Q3 | $256K | Hold |
1,491
| – | – | 0.25% | 60 |
|
|
2019
Q2 | $263K | Hold |
1,491
| – | – | 0.27% | 50 |
|
|
2019
Q1 | $245K | Hold |
1,491
| – | – | 0.26% | 51 |
|
|
2018
Q4 | $201K | Buy |
+1,491
| New | +$201K | 0.22% | 58 |
|