FPFS
First Personal Financial Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.02M | Sell |
7,332
-250
| -3% | -$68.7K | 0.43% | 60 |
|
|
2024
Q2 | $1.99M | Sell |
7,582
-73
| -1% | -$19.2K | 0.45% | 57 |
|
|
2024
Q1 | $2.14M | Hold |
7,655
| – | – | 0.5% | 55 |
|
|
2023
Q4 | $1.99M | Sell |
7,655
-74
| -1% | -$19.3K | 0.48% | 54 |
|
|
2023
Q3 | $1.78M | Sell |
7,729
-50
| -0.6% | -$11.5K | 0.46% | 55 |
|
|
2023
Q2 | $1.85M | Sell |
7,779
-74
| -0.9% | -$17.6K | 0.46% | 55 |
|
|
2023
Q1 | $1.77M | Buy |
7,853
+150
| +2% | +$33.8K | 0.46% | 56 |
|
|
2022
Q4 | $1.6M | Sell |
7,703
-190
| -2% | -$39.5K | 0.43% | 56 |
|
|
2022
Q3 | $1.4M | Sell |
7,893
-127
| -2% | -$22.6K | 0.41% | 57 |
|
|
2022
Q2 | $1.58M | Buy |
8,020
+110
| +1% | +$21.7K | 0.44% | 56 |
|
|
2022
Q1 | $1.75M | Buy |
7,910
+534
| +7% | +$118K | 0.41% | 59 |
|
|
2021
Q4 | $1.6M | Buy |
7,376
+88
| +1% | +$19.1K | 0.36% | 60 |
|
|
2021
Q3 | $1.62M | Hold |
7,288
| – | – | 0.4% | 59 |
|
|
2021
Q2 | $1.7M | Sell |
7,288
-420
| -5% | -$98.2K | 0.44% | 56 |
|
|
2021
Q1 | $1.63M | Sell |
7,708
-396
| -5% | -$83.8K | 0.45% | 57 |
|
|
2020
Q4 | $1.77M | Buy |
8,104
+360
| +5% | +$78.8K | 0.51% | 52 |
|
|
2020
Q3 | $1.55M | Sell |
7,744
-13
| -0.2% | -$2.6K | 0.49% | 52 |
|
|
2020
Q2 | $1.5M | Sell |
7,757
-70
| -0.9% | -$13.5K | 0.51% | 53 |
|
|
2020
Q1 | $1.26M | Sell |
7,827
-124
| -2% | -$20K | 0.49% | 55 |
|
|
2019
Q4 | $1.49M | Sell |
7,951
-1,461
| -16% | -$275K | 0.48% | 56 |
|
|
2019
Q3 | $1.62M | Sell |
9,412
-374
| -4% | -$64.3K | 0.5% | 55 |
|
|
2019
Q2 | $1.7M | Sell |
9,786
-56
| -0.6% | -$9.72K | 0.48% | 52 |
|
|
2019
Q1 | $1.54M | Sell |
9,842
-142
| -1% | -$22.2K | 0.47% | 54 |
|
|
2018
Q4 | $1.32M | Sell |
9,984
-164
| -2% | -$21.6K | 0.45% | 58 |
|
|
2018
Q3 | $1.52M | Buy |
10,148
+197
| +2% | +$29.6K | 0.48% | 55 |
|
|
2018
Q2 | $1.32M | Sell |
9,951
-3,084
| -24% | -$408K | 0.44% | 57 |
|
|
2018
Q1 | $1.56M | Sell |
13,035
-3,103
| -19% | -$371K | 0.34% | 75 |
|
|
2017
Q4 | $1.84M | Sell |
16,138
-379
| -2% | -$43.2K | 0.36% | 73 |
|
|
2017
Q3 | $1.74M | Sell |
16,517
-233
| -1% | -$24.5K | 0.37% | 70 |
|
|
2017
Q2 | $1.57M | Sell |
16,750
-110
| -0.7% | -$10.3K | 0.34% | 75 |
|
|
2017
Q1 | $1.5M | Buy |
16,860
+596
| +4% | +$53K | 0.36% | 72 |
|
|
2016
Q4 | $1.27M | Buy |
16,264
+4,282
| +36% | +$334K | 0.33% | 76 |
|
|
2016
Q3 | $991K | Hold |
11,982
| – | – | 0.29% | 83 |
|
|
2016
Q2 | $889K | Buy |
11,982
+2,318
| +24% | +$172K | 0.3% | 80 |
|
|
2016
Q1 | $739K | Hold |
9,664
| – | – | 0.37% | 68 |
|
|
2015
Q4 | $749K | Hold |
9,664
| – | – | 0.42% | 67 |
|
|
2015
Q3 | $674K | Sell |
9,664
-208
| -2% | -$14.5K | 0.41% | 73 |
|
|
2015
Q2 | $663K | Sell |
9,872
-128
| -1% | -$8.6K | 0.4% | 74 |
|
|
2015
Q1 | $655K | Buy |
10,000
+7,500
| +300% | +$491K | 0.4% | 76 |
|
|
2014
Q4 | $655K | Buy |
+2,500
| New | +$655K | 0.38% | 75 |
|