Harvest Investment Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
1,361
+94
| +7% | +$33.4K | 0.11% | 195 |
|
|
2025
Q1 | $444K | Buy |
1,267
+128
| +11% | +$44.9K | 0.12% | 167 |
|
|
2024
Q4 | $360K | Buy |
+1,139
| New | +$360K | 0.09% | 202 |
|
|
2020
Q4 | – | Sell |
-1,507
| Closed | -$301K | – | 247 |
|
|
2020
Q3 | $301K | Sell |
1,507
-32
| -2% | -$6.39K | 0.17% | 149 |
|
|
2020
Q2 | $297K | Buy |
+1,539
| New | +$297K | 0.18% | 137 |
|
|
2020
Q1 | – | Sell |
-1,645
| Closed | -$309K | – | 165 |
|
|
2019
Q4 | $309K | Sell |
1,645
-10
| -0.6% | -$1.88K | 0.16% | 99 |
|
|
2019
Q3 | $288K | Buy |
1,655
+27
| +2% | +$4.7K | 0.14% | 116 |
|
|
2019
Q2 | $283K | Buy |
+1,628
| New | +$283K | 0.16% | 118 |
|