Francis Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
975
+73
| +8% | +$25.9K | 0.08% | 69 |
|
|
2025
Q1 | $316K | Sell |
902
-695
| -44% | -$244K | 0.08% | 68 |
|
|
2024
Q4 | $271K | Buy |
1,597
+799
| +100% | +$136K | 0.07% | 77 |
|
|
2024
Q3 | $219K | Sell |
798
-67
| -8% | -$18.4K | 0.06% | 88 |
|
|
2024
Q2 | $227K | Buy |
+865
| New | +$227K | 0.07% | 74 |
|