Financial Symmetry’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
771
+1
| +0.1% | +$355 | 0.14% | 40 |
|
|
2025
Q1 | $270K | Buy |
770
+43
| +6% | +$15.1K | 0.17% | 40 |
|
|
2024
Q4 | $230K | Buy |
+727
| New | +$230K | 0.16% | 38 |
|
|
2024
Q2 | – | Sell |
-727
| Closed | -$203K | – | 42 |
|
|
2024
Q1 | $203K | Buy |
+727
| New | +$203K | 0.18% | 35 |
|