First Heartland Consultants’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
6,851
-49
| -0.7% | -$17.4K | 0.22% | 99 |
|
|
2025
Q1 | $2.42M | Sell |
6,900
-156
| -2% | -$54.7K | 0.25% | 89 |
|
|
2024
Q4 | $2.23M | Sell |
7,056
-470
| -6% | -$149K | 0.23% | 96 |
|
|
2024
Q3 | $2.07M | Sell |
7,526
-1,265
| -14% | -$348K | 0.22% | 87 |
|
|
2024
Q2 | $2.31K | Buy |
8,791
+124
| +1% | +$33 | 0.16% | 97 |
|
|
2024
Q1 | $2.42M | Buy |
8,667
+532
| +7% | +$148K | 0.25% | 99 |
|
|
2023
Q4 | $2.12M | Sell |
8,135
-390
| -5% | -$102K | 0.26% | 91 |
|
|
2023
Q3 | $1.96M | Buy |
8,525
+86
| +1% | +$19.8K | 0.25% | 93 |
|
|
2023
Q2 | $2M | Sell |
8,439
-345
| -4% | -$81.9K | 0.26% | 87 |
|
|
2023
Q1 | $1.98M | Sell |
8,784
-248
| -3% | -$55.9K | 0.3% | 83 |
|
|
2022
Q4 | $1.88M | Buy |
9,032
+419
| +5% | +$87.1K | 0.3% | 84 |
|
|
2022
Q3 | $1.53K | Sell |
8,613
-238
| -3% | -$42 | 0.13% | 97 |
|
|
2022
Q2 | $1.74M | Sell |
8,851
-20
| -0.2% | -$3.94K | 0.27% | 84 |
|
|
2022
Q1 | $1.97M | Sell |
8,871
-2,454
| -22% | -$544K | 0.3% | 70 |
|
|
2021
Q4 | $2.45K | Buy |
11,325
+3,590
| +46% | +$778 | 0.09% | 64 |
|
|
2021
Q3 | $1.72M | Buy |
7,735
+160
| +2% | +$35.6K | 0.26% | 90 |
|
|
2021
Q2 | $1.77M | Buy |
7,575
+346
| +5% | +$80.9K | 0.27% | 93 |
|
|
2021
Q1 | $1.53M | Buy |
7,229
+350
| +5% | +$74.1K | 0.24% | 96 |
|
|
2020
Q4 | $1.51M | Sell |
6,879
-404
| -6% | -$88.4K | 0.25% | 82 |
|
|
2020
Q3 | $1.46M | Sell |
7,283
-614
| -8% | -$123K | 0.28% | 76 |
|
|
2020
Q2 | $1.53M | Buy |
7,897
+472
| +6% | +$91.1K | 0.3% | 74 |
|
|
2020
Q1 | $1.2M | Sell |
7,425
-1,061
| -13% | -$171K | 0.31% | 77 |
|
|
2019
Q4 | $1.6M | Sell |
8,486
-42
| -0.5% | -$7.89K | 0.31% | 81 |
|
|
2019
Q3 | $1.47M | Buy |
8,528
+535
| +7% | +$92K | 0.31% | 81 |
|
|
2019
Q2 | $1.39M | Sell |
7,993
-352
| -4% | -$61.1K | 0.33% | 76 |
|
|
2019
Q1 | $1.3M | Sell |
8,345
-236
| -3% | -$36.8K | 0.37% | 71 |
|
|
2018
Q4 | $1.13M | Sell |
8,581
-162
| -2% | -$21.4K | 0.42% | 64 |
|
|
2018
Q3 | $1.31M | Sell |
8,743
-183
| -2% | -$27.5K | 0.41% | 67 |
|
|
2018
Q2 | $1.18M | Buy |
8,926
+166
| +2% | +$22K | 0.42% | 69 |
|
|
2018
Q1 | $1.05M | Buy |
8,760
+123
| +1% | +$14.7K | 0.31% | 84 |
|
|
2017
Q4 | $985K | Buy |
8,637
+286
| +3% | +$32.6K | 0.3% | 86 |
|
|
2017
Q3 | $879K | Buy |
8,351
+791
| +10% | +$83.3K | 0.21% | 135 |
|
|
2017
Q2 | $709K | Buy |
7,560
+804
| +12% | +$75.4K | 0.18% | 154 |
|
|
2017
Q1 | $600K | Buy |
6,756
+1,044
| +18% | +$92.7K | 0.17% | 168 |
|
|
2016
Q4 | $446K | Sell |
5,712
-697
| -11% | -$54.4K | 0.14% | 188 |
|
|
2016
Q3 | $530K | Sell |
6,409
-1,603
| -20% | -$133K | 0.15% | 163 |
|
|
2016
Q2 | $594K | Buy |
8,012
+5,061
| +172% | +$375K | 65.15% | 1 |
|
|
2016
Q1 | $226K | Buy |
+2,951
| New | +$226K | 0.09% | 232 |
|
|
2015
Q4 | – | Sell |
-3,200
| Closed | -$223K | – | 280 |
|
|
2015
Q3 | $223K | Buy |
+3,200
| New | +$223K | 0.09% | 221 |
|