Fortem Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
1,515
+30
| +2% | +$10.6K | 0.17% | 109 |
|
|
2025
Q1 | $521K | Buy |
1,485
+17
| +1% | +$5.96K | 0.2% | 120 |
|
|
2024
Q4 | $464K | Hold |
1,468
| – | – | 0.18% | 122 |
|
|
2024
Q3 | $404K | Buy |
1,468
+19
| +1% | +$5.23K | 0.16% | 129 |
|
|
2024
Q2 | $380K | Sell |
1,449
-220
| -13% | -$57.8K | 0.16% | 126 |
|
|
2024
Q1 | $466K | Buy |
1,669
+200
| +14% | +$55.8K | 0.2% | 118 |
|
|
2023
Q4 | $383K | Buy |
1,469
+226
| +18% | +$58.9K | 0.19% | 125 |
|
|
2023
Q3 | $286K | Buy |
1,243
+257
| +26% | +$59.1K | 0.17% | 136 |
|
|
2023
Q2 | $234K | Buy |
+986
| New | +$234K | 0.14% | 143 |
|
|
2022
Q2 | – | Sell |
-1,004
| Closed | -$223K | – | 201 |
|
|
2022
Q1 | $223K | Buy |
+1,004
| New | +$223K | 0.1% | 157 |
|
|
2021
Q1 | – | Sell |
-638
| Closed | -$140K | – | 423 |
|
|
2020
Q4 | $140K | Buy |
+638
| New | +$140K | 0.08% | 169 |
|
|
2020
Q1 | – | Sell |
-1,369
| Closed | -$257K | – | 145 |
|
|
2019
Q4 | $257K | Sell |
1,369
-353
| -20% | -$66.3K | 0.19% | 98 |
|
|
2019
Q3 | $296K | Sell |
1,722
-87
| -5% | -$15K | 0.25% | 86 |
|
|
2019
Q2 | $314K | Hold |
1,809
| – | – | 0.32% | 68 |
|
|
2019
Q1 | $283K | Buy |
1,809
+152
| +9% | +$23.8K | 0.29% | 72 |
|
|
2018
Q4 | $219K | Buy |
+1,657
| New | +$219K | 0.26% | 88 |
|