Householder Group Estate & Retirement Specialist’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $598K | Sell |
1,895
-3,504
| -65% | -$1.11M | 0.45% | 37 |
|
|
2024
Q3 | $1.48M | Sell |
5,399
-1,004
| -16% | -$276K | 0.43% | 46 |
|
|
2024
Q2 | $1.68M | Buy |
6,403
+1,003
| +19% | +$263K | 0.47% | 43 |
|
|
2024
Q1 | $1.51M | Buy |
5,400
+1,304
| +32% | +$364K | 0.45% | 42 |
|
|
2023
Q4 | $1.07M | Buy |
4,096
+647
| +19% | +$168K | 0.35% | 57 |
|
|
2023
Q3 | $793K | Buy |
+3,449
| New | +$793K | 0.29% | 76 |
|
|
2023
Q1 | $598K | Buy |
2,652
+24
| +0.9% | +$5.41K | 0.23% | 91 |
|
|
2022
Q4 | $546K | Sell |
2,628
-476
| -15% | -$98.9K | 0.81% | 25 |
|
|
2022
Q3 | $551K | Buy |
3,104
+412
| +15% | +$73.1K | 0.23% | 99 |
|
|
2022
Q2 | $530K | Buy |
2,692
+59
| +2% | +$11.6K | 0.24% | 102 |
|
|
2022
Q1 | $584K | Sell |
2,633
-7
| -0.3% | -$1.55K | 0.24% | 107 |
|
|
2021
Q4 | $572K | Buy |
+2,640
| New | +$572K | 0.21% | 117 |
|