Houlihan Financial Resource Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
10,990
-175
| -2% | -$61.4K | 1.6% | 22 |
|
|
2025
Q1 | $3.91M | Sell |
11,165
-301
| -3% | -$105K | 1.76% | 20 |
|
|
2024
Q4 | $3.62M | Sell |
11,466
-346
| -3% | -$109K | 1.55% | 23 |
|
|
2024
Q3 | $3.25M | Sell |
11,812
-191
| -2% | -$52.5K | 1.34% | 28 |
|
|
2024
Q2 | $3.15M | Sell |
12,003
-45
| -0.4% | -$11.8K | 2.15% | 18 |
|
|
2024
Q1 | $3.36M | Sell |
12,048
-68
| -0.6% | -$19K | 1.51% | 25 |
|
|
2023
Q4 | $3.15M | Buy |
12,116
+174
| +1% | +$45.3K | 1.53% | 25 |
|
|
2023
Q3 | $2.78M | Sell |
11,942
-359,467
| -97% | -$83.5M | 1.49% | 25 |
|
|
2023
Q2 | $85.1M | Buy |
371,409
+359,010
| +2,895% | +$82.2M | 2.64% | 12 |
|
|
2023
Q1 | $2.8M | Buy |
12,399
+35
| +0.3% | +$7.89K | 1.53% | 24 |
|
|
2022
Q4 | $2.7M | Sell |
12,364
-130
| -1% | -$28.3K | 1.56% | 22 |
|
|
2022
Q3 | $2.41M | Buy |
+12,494
| New | +$2.41M | 1.46% | 25 |
|
|
2020
Q3 | $2.1M | Buy |
+9,873
| New | +$2.1M | 1.21% | 30 |
|
|
2020
Q1 | $970K | Buy |
6,023
+36
| +0.6% | +$5.8K | 0.84% | 33 |
|
|
2019
Q4 | $1.13M | Buy |
+5,987
| New | +$1.13M | 0.73% | 37 |
|