GoalVest Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
10,183
+412
| +4% | +$146K | 0.9% | 17 |
|
|
2025
Q1 | $3.42M | Sell |
9,771
-168
| -2% | -$58.9K | 0.94% | 18 |
|
|
2024
Q4 | $3.14M | Sell |
9,939
-127
| -1% | -$40.1K | 0.86% | 18 |
|
|
2024
Q3 | $2.77M | Buy |
10,066
+836
| +9% | +$230K | 0.8% | 15 |
|
|
2024
Q2 | $2.42M | Buy |
9,230
+364
| +4% | +$95.5K | 0.77% | 15 |
|
|
2024
Q1 | $2.47M | Buy |
8,866
+7,649
| +629% | +$2.13M | 0.83% | 15 |
|
|
2023
Q4 | $317K | Buy |
1,217
+40
| +3% | +$10.4K | 0.14% | 57 |
|
|
2023
Q3 | $271K | Buy |
1,177
+263
| +29% | +$60.5K | 0.14% | 65 |
|
|
2023
Q2 | $217K | Buy |
914
+305
| +50% | +$72.4K | 0.11% | 70 |
|
|
2023
Q1 | $137K | Sell |
609
-2,613
| -81% | -$589K | 0.08% | 79 |
|
|
2022
Q4 | $669K | Sell |
3,222
-3,407
| -51% | -$708K | 0.43% | 54 |
|
|
2022
Q3 | $1.18M | Sell |
6,629
-1,452
| -18% | -$258K | 0.83% | 24 |
|
|
2022
Q2 | $1.62M | Buy |
8,081
+141
| +2% | +$28.3K | 1.03% | 23 |
|
|
2022
Q1 | $1.76M | Buy |
+7,940
| New | +$1.76M | 0.99% | 29 |
|
|
2021
Q2 | $1.53M | Sell |
6,521
-643
| -9% | -$150K | 0.95% | 28 |
|
|
2021
Q1 | $1.52M | Buy |
7,164
+2,754
| +62% | +$583K | 1.13% | 25 |
|
|
2020
Q4 | $965K | Buy |
+4,410
| New | +$965K | 0.81% | 34 |
|