Forbes Financial Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
904
| – | – | 0.22% | 32 |
|
|
2025
Q1 | $317K | Hold |
904
| – | – | 0.23% | 29 |
|
|
2024
Q4 | $286K | Hold |
904
| – | – | 0.14% | 30 |
|
|
2024
Q3 | $249K | Hold |
904
| – | – | 0.18% | 28 |
|
|
2024
Q2 | $237K | Hold |
904
| – | – | 0.19% | 28 |
|
|
2024
Q1 | $252K | Hold |
904
| – | – | 0.22% | 29 |
|
|
2023
Q4 | $235K | Hold |
904
| – | – | 0.22% | 28 |
|
|
2023
Q3 | $208K | Hold |
904
| – | – | 0.22% | 28 |
|
|
2023
Q2 | $215K | Hold |
904
| – | – | 0.21% | 28 |
|
|
2023
Q1 | $204K | Buy |
+904
| New | +$204K | 0.2% | 30 |
|
|
2022
Q2 | – | Sell |
-939
| Closed | -$208K | – | 32 |
|
|
2022
Q1 | $208K | Hold |
939
| – | – | 0.26% | 30 |
|
|
2021
Q4 | $204K | Buy |
+939
| New | +$204K | 0.2% | 37 |
|