Heritage 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 | $870K | Buy |
2,450
+1,547
| +171% | +$549K | 0.08% | 44 |
|
|
2025
Q1 | $316K | Buy |
903
+98
| +12% | +$34.3K | 0.03% | 87 |
|
|
2024
Q4 | $254K | Buy |
805
+60
| +8% | +$19K | 0.03% | 96 |
|
|
2024
Q3 | $205K | Buy |
+745
| New | +$205K | 0.03% | 108 |
|
|
2024
Q2 | – | Sell |
-864
| Closed | -$241K | – | 108 |
|
|
2024
Q1 | $241K | Buy |
+864
| New | +$241K | 0.04% | 89 |
|
|
2022
Q3 | – | Sell |
-233
| Closed | -$45K | – | 456 |
|
|
2022
Q2 | $45K | Buy |
+233
| New | +$45K | 0.03% | 171 |
|