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Founders Financial Securities’s Visa V Stock Holding History

Founders Financial Securities’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.62M Sell
15,841
-116
-0.7% -$41.2K 0.43% 56
2025
Q1 		$5.39M Buy
15,957
+653
+4% +$220K 0.46% 47
2024
Q4 		$4.84M Buy
15,304
+478
+3% +$151K 0.44% 51
2024
Q3 		$4.08M Buy
14,826
+638
+4% +$175K 0.38% 61
2024
Q2 		$3.72M Buy
14,188
+911
+7% +$239K 0.35% 64
2024
Q1 		$3.71M Buy
13,277
+508
+4% +$142K 0.39% 59
2023
Q4 		$3.32M Buy
12,769
+821
+7% +$214K 0.37% 59
2023
Q3 		$2.75M Buy
11,948
+649
+6% +$149K 0.36% 62
2023
Q2 		$2.68M Buy
11,299
+614
+6% +$146K 0.35% 60
2023
Q1 		$2.41M Buy
10,685
+495
+5% +$112K 0.35% 66
2022
Q4 		$2.12M Buy
10,190
+462
+5% +$96K 0.33% 73
2022
Q3 		$1.73M Buy
9,728
+120
+1% +$21.3K 0.31% 76
2022
Q2 		$1.89M Buy
9,608
+211
+2% +$41.6K 0.37% 59
2022
Q1 		$2.08M Buy
9,397
+413
+5% +$91.6K 0.37% 64
2021
Q4 		$1.95M Buy
8,984
+998
+12% +$216K 0.35% 67
2021
Q3 		$1.78M Buy
7,986
+367
+5% +$81.8K 0.36% 61
2021
Q2 		$1.78M Buy
7,619
+88
+1% +$20.6K 0.35% 62
2021
Q1 		$1.6M Buy
7,531
+1,763
+31% +$373K 0.37% 51
2020
Q4 		$1.26M Buy
5,768
+1,804
+46% +$395K 0.3% 57
2020
Q3 		$793K Buy
+3,964
New +$793K 0.25% 66
2020
Q2 		– Sell
-2,443
Closed -$394K – 186
2020
Q1 		$394K Buy
2,443
+294
+14% +$47.4K 0.15% 81
2019
Q4 		$404K Buy
2,149
+303
+16% +$57K 0.14% 82
2019
Q3 		$318K Buy
1,846
+480
+35% +$82.7K 0.1% 103
2019
Q2 		$237K Sell
1,366
-21
-2% -$3.64K 0.08% 105
2019
Q1 		$217K Buy
+1,387
New +$217K 0.07% 107