HIG
Heritage Investment Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Hold |
1,340
| – | – | 0.08% | 72 |
|
|
2025
Q1 | $470K | Buy |
1,340
+150
| +13% | +$52.6K | 0.09% | 64 |
|
|
2024
Q4 | $376K | Sell |
1,190
-28
| -2% | -$8.85K | 0.07% | 75 |
|
|
2024
Q3 | $335K | Buy |
1,218
+59
| +5% | +$16.2K | 0.06% | 79 |
|
|
2024
Q2 | $304K | Hold |
1,159
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $323K | Buy |
1,159
+25
| +2% | +$6.97K | 0.07% | 78 |
|
|
2023
Q4 | $295K | Hold |
1,134
| – | – | 0.07% | 76 |
|
|
2023
Q3 | $261K | Buy |
1,134
+155
| +16% | +$35.7K | 0.07% | 76 |
|
|
2023
Q2 | $232K | Hold |
979
| – | – | 0.06% | 81 |
|
|
2023
Q1 | $221K | Hold |
979
| – | – | 0.07% | 75 |
|
|
2022
Q4 | $203K | Buy |
+979
| New | +$203K | 0.06% | 79 |
|
|
2022
Q2 | – | Sell |
-1,099
| Closed | -$244K | – | 90 |
|
|
2022
Q1 | $244K | Buy |
+1,099
| New | +$244K | 0.18% | 74 |
|