HFR Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
45,852
+22
| +0% | +$7.81K | 3.93% | 8 |
|
|
2025
Q1 | $16.1M | Sell |
45,830
-482
| -1% | -$169K | 3.91% | 6 |
|
|
2024
Q4 | $14.6M | Sell |
46,312
-121
| -0.3% | -$38.2K | 3.62% | 9 |
|
|
2024
Q3 | $12.8M | Buy |
46,433
+465
| +1% | +$128K | 3.1% | 12 |
|
|
2024
Q2 | $12.1M | Buy |
45,968
+177
| +0.4% | +$46.5K | 3.07% | 13 |
|
|
2024
Q1 | $12.8M | Buy |
45,791
+128
| +0.3% | +$35.7K | 3.23% | 10 |
|
|
2023
Q4 | $11.9M | Buy |
45,663
+399
| +0.9% | +$104K | 3.22% | 10 |
|
|
2023
Q3 | $10.4M | Sell |
45,264
-750
| -2% | -$173K | 3.05% | 8 |
|
|
2023
Q2 | $10.9M | Sell |
46,014
-16
| -0% | -$3.8K | 3.04% | 8 |
|
|
2023
Q1 | $10.4M | Sell |
46,030
-165
| -0.4% | -$37.2K | 2.95% | 12 |
|
|
2022
Q4 | $9.6M | Buy |
46,195
+346
| +0.8% | +$71.9K | 2.79% | 15 |
|
|
2022
Q3 | $8.15M | Sell |
45,849
-1,863
| -4% | -$331K | 2.66% | 22 |
|
|
2022
Q2 | $9.39M | Buy |
47,712
+612
| +1% | +$120K | 2.84% | 11 |
|
|
2022
Q1 | $10.4M | Buy |
47,100
+493
| +1% | +$109K | 2.76% | 14 |
|
|
2021
Q4 | $10.1M | Buy |
46,607
+865
| +2% | +$187K | 2.53% | 21 |
|
|
2021
Q3 | $10.2M | Buy |
45,742
+1,260
| +3% | +$281K | 2.97% | 10 |
|
|
2021
Q2 | $10.4M | Buy |
+44,482
| New | +$10.4M | 3.13% | 7 |
|