Goodman Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
9,342
+4,960
| +113% | +$1.76M | 1.13% | 25 |
|
|
2025
Q1 | $1.54M | Buy |
+4,382
| New | +$1.54M | 0.47% | 45 |
|
|
2024
Q4 | – | Sell |
-6,226
| Closed | -$1.71M | – | 173 |
|
|
2024
Q3 | $1.71M | Buy |
6,226
+80
| +1% | +$22K | 0.49% | 47 |
|
|
2024
Q2 | $1.61M | Sell |
6,146
-199
| -3% | -$52.2K | 0.48% | 43 |
|
|
2024
Q1 | $1.77M | Buy |
6,345
+78
| +1% | +$21.8K | 0.56% | 39 |
|
|
2023
Q4 | $1.63M | Buy |
6,267
+3,922
| +167% | +$1.02M | 0.56% | 36 |
|
|
2023
Q3 | $539K | Buy |
2,345
+1,959
| +508% | +$451K | 0.2% | 55 |
|
|
2023
Q2 | $91.7K | Hold |
386
| – | – | 0.03% | 73 |
|
|
2023
Q1 | $87K | Hold |
386
| – | – | 0.05% | 64 |
|
|
2022
Q4 | $80K | Hold |
386
| – | – | 0.05% | 65 |
|
|
2022
Q3 | $69K | Sell |
386
-208
| -35% | -$37.2K | 0.04% | 69 |
|
|
2022
Q2 | $117K | Sell |
594
-455
| -43% | -$89.6K | 0.05% | 61 |
|
|
2022
Q1 | $233K | Buy |
+1,049
| New | +$233K | 0.08% | 60 |
|