Forum Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
11,487
+2,096
| +22% | +$744K | 0.06% | 67 |
|
|
2025
Q1 | $3.29M | Sell |
9,391
-656
| -7% | -$230K | 0.05% | 75 |
|
|
2024
Q4 | $3.18M | Buy |
10,047
+1,208
| +14% | +$382K | 0.05% | 77 |
|
|
2024
Q3 | $2.43M | Buy |
8,839
+204
| +2% | +$56.1K | 0.04% | 86 |
|
|
2024
Q2 | $2.27M | Sell |
8,635
-3,771
| -30% | -$990K | 0.04% | 85 |
|
|
2024
Q1 | $3.46M | Sell |
12,406
-62
| -0.5% | -$17.3K | 0.06% | 73 |
|
|
2023
Q4 | $3.25M | Buy |
12,468
+392
| +3% | +$102K | 0.06% | 62 |
|
|
2023
Q3 | $2.78M | Buy |
12,076
+208
| +2% | +$47.8K | 0.06% | 63 |
|
|
2023
Q2 | $2.82M | Sell |
11,868
-285
| -2% | -$67.7K | 0.06% | 61 |
|
|
2023
Q1 | $2.74M | Sell |
12,153
-849
| -7% | -$191K | 0.08% | 61 |
|
|
2022
Q4 | $2.7M | Buy |
13,002
+179
| +1% | +$37.2K | 0.09% | 56 |
|
|
2022
Q3 | $2.28M | Sell |
12,823
-231
| -2% | -$41K | 0.11% | 55 |
|
|
2022
Q2 | $2.57M | Sell |
13,054
-263
| -2% | -$51.8K | 0.13% | 49 |
|
|
2022
Q1 | $2.95M | Sell |
13,317
-271
| -2% | -$60.1K | 0.14% | 43 |
|
|
2021
Q4 | $2.95M | Buy |
+13,588
| New | +$2.95M | 0.15% | 41 |
|