Hofer & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
1,697
+1
| +0.1% | +$355 | 0.38% | 34 |
|
|
2025
Q1 | $594K | Buy |
1,696
+3
| +0.2% | +$1.05K | 0.4% | 35 |
|
|
2024
Q4 | $535K | Hold |
1,693
| – | – | 0.36% | 35 |
|
|
2024
Q3 | $465K | Buy |
1,693
+4
| +0.2% | +$1.1K | 0.32% | 38 |
|
|
2024
Q2 | $443K | Buy |
1,689
+5
| +0.3% | +$1.31K | 0.34% | 35 |
|
|
2024
Q1 | $470K | Buy |
1,684
+1
| +0.1% | +$279 | 0.4% | 33 |
|
|
2023
Q4 | $438K | Buy |
1,683
+3
| +0.2% | +$781 | 0.41% | 33 |
|
|
2023
Q3 | $386K | Buy |
1,680
+41
| +3% | +$9.43K | 0.4% | 34 |
|
|
2023
Q2 | $389K | Buy |
1,639
+113
| +7% | +$26.8K | 0.37% | 34 |
|
|
2023
Q1 | $317K | Hold |
1,526
| – | – | 0.32% | 38 |
|
|
2022
Q4 | $317K | Buy |
1,526
+20
| +1% | +$4.16K | 0.32% | 38 |
|
|
2022
Q3 | $268K | Sell |
1,506
-25
| -2% | -$4.45K | 0.29% | 39 |
|
|
2022
Q2 | $301K | Sell |
1,531
-49
| -3% | -$9.63K | 0.31% | 38 |
|
|
2022
Q1 | $351K | Buy |
1,580
+25
| +2% | +$5.55K | 0.31% | 38 |
|
|
2021
Q4 | $337K | Buy |
+1,555
| New | +$337K | 0.31% | 40 |
|