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Frisch Financial Group’s Visa V Stock Holding History

Frisch Financial Group’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 		$1.53M Buy
4,296
+1,959
+84% +$695K 0.37% 43
2025
Q1 		$819K Buy
2,337
+63
+3% +$22.1K 0.23% 55
2024
Q4 		$719K Buy
2,274
+3
+0.1% +$949 0.22% 54
2024
Q3 		$624K Sell
2,271
-1,687
-43% -$464K 0.19% 58
2024
Q2 		$1.04M Buy
3,958
+1,686
+74% +$443K 0.31% 43
2024
Q1 		$634K Sell
2,272
-229
-9% -$63.9K 0.21% 52
2023
Q4 		$651K Buy
2,501
+89
+4% +$23.2K 0.25% 51
2023
Q3 		$555K Sell
2,412
-26
-1% -$5.98K 0.23% 56
2023
Q2 		$579K Sell
2,438
-763
-24% -$181K 0.28% 55
2023
Q1 		$722K Buy
3,201
+839
+36% +$189K 0.28% 52
2022
Q4 		$491K Buy
2,362
+3
+0.1% +$624 0.18% 70
2022
Q3 		$419K Buy
2,359
+243
+11% +$43.2K 0.18% 67
2022
Q2 		$417K Sell
2,116
-52
-2% -$10.2K 0.16% 68
2022
Q1 		$481K Sell
2,168
-17
-0.8% -$3.77K 0.15% 76
2021
Q4 		$474K Buy
2,185
+277
+15% +$60.1K 0.15% 86
2021
Q3 		$425K Sell
1,908
-261
-12% -$58.1K 0.14% 84
2021
Q2 		$508K Sell
2,169
-528
-20% -$124K 0.16% 75
2021
Q1 		$571K Buy
2,697
+304
+13% +$64.4K 0.19% 68
2020
Q4 		$523K Buy
2,393
+3
+0.1% +$656 0.19% 60
2020
Q3 		$478K Buy
2,390
+93
+4% +$18.6K 0.21% 58
2020
Q2 		$444K Sell
2,297
-57
-2% -$11K 0.21% 55
2020
Q1 		$380K Buy
2,354
+468
+25% +$75.5K 0.22% 62
2019
Q4 		$354K Sell
1,886
-30
-2% -$5.63K 0.17% 70
2019
Q3 		$330K Buy
1,916
+465
+32% +$80.1K 0.2% 65
2019
Q2 		$252K Buy
1,451
+2
+0.1% +$347 0.17% 80
2019
Q1 		$226K Buy
+1,449
New +$226K 0.14% 96