HP
Holistic Planning’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
3,323
+726
| +28% | +$258K | 0.34% | 58 |
|
|
2025
Q1 | $910K | Sell |
2,597
-12
| -0.5% | -$4.21K | 0.31% | 67 |
|
|
2024
Q4 | $825K | Buy |
2,609
+74
| +3% | +$23.4K | 0.3% | 66 |
|
|
2024
Q3 | $697K | Buy |
2,535
+603
| +31% | +$166K | 0.29% | 68 |
|
|
2024
Q2 | $539K | Hold |
1,932
| – | – | 0.41% | 62 |
|
|
2024
Q1 | $539K | Buy |
1,932
+1
| +0.1% | +$279 | 0.41% | 62 |
|
|
2023
Q4 | $503K | Buy |
+1,931
| New | +$503K | 0.42% | 58 |
|