Focus Partners Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Buy |
452,615
+51,078
| +13% | +$18.1M | 0.35% | 57 |
|
|
2025
Q1 | $141M | Sell |
401,537
-687
| -0.2% | -$241K | 0.35% | 57 |
|
|
2024
Q4 | $127M | Buy |
402,224
+40,544
| +11% | +$12.8M | 0.33% | 60 |
|
|
2024
Q3 | $71.2M | Buy |
361,680
+121,009
| +50% | +$23.8M | 0.23% | 94 |
|
|
2024
Q2 | $63.2M | Buy |
240,671
+109,183
| +83% | +$28.7M | 0.21% | 110 |
|
|
2024
Q1 | $36.7M | Buy |
131,488
+47,349
| +56% | +$13.2M | 0.3% | 81 |
|
|
2023
Q4 | $21.9M | Buy |
+84,139
| New | +$21.9M | 0.29% | 99 |
|