HHRDM
H&H Retirement Design & Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
2,075
-214
| -9% | -$75.1K | 0.4% | 44 |
|
|
2025
Q1 | $733K | Sell |
2,289
-3
| -0.1% | -$960 | 0.49% | 43 |
|
|
2024
Q4 | $799K | Sell |
2,292
-235
| -9% | -$81.9K | 0.49% | 43 |
|
|
2024
Q3 | $706K | Sell |
2,527
-137
| -5% | -$38.3K | 0.42% | 47 |
|
|
2024
Q2 | $713K | Sell |
2,664
-116
| -4% | -$31.1K | 0.44% | 48 |
|
|
2024
Q1 | $757K | Buy |
+2,780
| New | +$757K | 0.5% | 47 |
|