HFO
Heritage Family Offices’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
6,913
+1
| +0% | +$343 | 1.2% | 14 |
|
|
2025
Q1 | $2.42M | Buy |
6,912
+520
| +8% | +$182K | 1.24% | 12 |
|
|
2024
Q4 | $2.02M | Buy |
6,392
+291
| +5% | +$92K | 1.01% | 24 |
|
|
2024
Q3 | $1.68M | Buy |
6,101
+7
| +0.1% | +$1.93K | 0.87% | 28 |
|
|
2024
Q2 | $1.6M | Buy |
+6,094
| New | +$1.6M | 0.89% | 25 |
|