Haverford Financial 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 | $3.05M | Buy |
+8,602
| New | +$3.05M | 0.9% | 31 |
|
|
2021
Q4 | – | Sell |
-4,600
| Closed | -$1.03M | – | 70 |
|
|
2021
Q3 | $1.03M | Hold |
4,600
| – | – | 0.25% | 48 |
|
|
2021
Q2 | $1.08M | Hold |
4,600
| – | – | 0.26% | 47 |
|
|
2021
Q1 | $974K | Hold |
4,600
| – | – | 0.25% | 47 |
|
|
2020
Q4 | $1.01M | Hold |
4,600
| – | – | 0.27% | 45 |
|
|
2020
Q3 | $920K | Hold |
4,600
| – | – | 0.28% | 41 |
|
|
2020
Q2 | $889K | Hold |
4,600
| – | – | 0.3% | 40 |
|
|
2020
Q1 | $741K | Hold |
4,600
| – | – | 0.3% | 43 |
|
|
2019
Q4 | $864K | Hold |
4,600
| – | – | 0.27% | 45 |
|
|
2019
Q3 | $791K | Hold |
4,600
| – | – | 0.27% | 43 |
|
|
2019
Q2 | $798K | Sell |
4,600
-765
| -14% | -$133K | 0.28% | 45 |
|
|
2019
Q1 | $838K | Buy |
5,365
+3,715
| +225% | +$580K | 0.3% | 41 |
|
|
2018
Q4 | $218K | Hold |
1,650
| – | – | 0.09% | 63 |
|
|
2018
Q3 | $248K | Buy |
+1,650
| New | +$248K | 0.09% | 69 |
|