Founders Financial Alliance’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
3,919
+31
| +0.8% | +$11K | 0.32% | 74 |
|
|
2025
Q1 | $1.36M | Buy |
3,888
+1,250
| +47% | +$438K | 0.33% | 71 |
|
|
2024
Q4 | $834K | Buy |
2,638
+248
| +10% | +$78.4K | 0.23% | 95 |
|
|
2024
Q3 | $657K | Sell |
2,390
-2,159
| -47% | -$594K | 0.18% | 113 |
|
|
2024
Q2 | $1.19M | Sell |
4,549
-20
| -0.4% | -$5.25K | 0.35% | 64 |
|
|
2024
Q1 | $1.28M | Sell |
4,569
-1,146
| -20% | -$320K | 0.38% | 61 |
|
|
2023
Q4 | $1.49M | Buy |
5,715
+268
| +5% | +$69.8K | 0.58% | 32 |
|
|
2023
Q3 | $1.25M | Sell |
5,447
-1,223
| -18% | -$281K | 0.55% | 38 |
|
|
2023
Q2 | $1.58M | Buy |
6,670
+1,584
| +31% | +$376K | 0.62% | 36 |
|
|
2023
Q1 | $1.16M | Sell |
5,086
-495
| -9% | -$113K | 0.58% | 41 |
|
|
2022
Q4 | $1.16M | Sell |
5,581
-190
| -3% | -$39.5K | 0.53% | 48 |
|
|
2022
Q3 | $1.03M | Buy |
5,771
+1,665
| +41% | +$296K | 0.52% | 50 |
|
|
2022
Q2 | $808K | Sell |
4,106
-760
| -16% | -$150K | 0.41% | 64 |
|
|
2022
Q1 | $1.08M | Sell |
4,866
-1,128
| -19% | -$250K | 0.48% | 53 |
|
|
2021
Q4 | $1.3M | Buy |
5,994
+1,189
| +25% | +$258K | 0.52% | 49 |
|
|
2021
Q3 | $1.07M | Sell |
4,805
-980
| -17% | -$218K | 0.5% | 52 |
|
|
2021
Q2 | $1.35M | Buy |
5,785
+299
| +5% | +$69.9K | 0.61% | 35 |
|
|
2021
Q1 | $1.21M | Buy |
5,486
+6
| +0.1% | +$1.32K | 0.59% | 42 |
|
|
2020
Q4 | $1.2M | Buy |
5,480
+1,414
| +35% | +$309K | 0.68% | 36 |
|
|
2020
Q3 | $815K | Buy |
+4,066
| New | +$815K | 0.49% | 42 |
|