HFS
V icon

Howard Financial Services’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$522K Sell
1,469
-379
-21% -$135K 0.07% 99
2025
Q1
$648K Sell
1,848
-123
-6% -$43.1K 0.09% 83
2024
Q4
$623K Buy
1,971
+1,050
+114% +$332K 0.08% 91
2024
Q3
$253K Buy
921
+20
+2% +$5.5K 0.04% 142
2024
Q2
$236K Sell
901
-593
-40% -$156K 0.04% 139
2024
Q1
$417K Sell
1,494
-3
-0.2% -$837 0.07% 101
2023
Q4
$390K Buy
1,497
+195
+15% +$50.8K 0.08% 103
2023
Q3
$300K Buy
1,302
+35
+3% +$8.05K 0.07% 114
2023
Q2
$301K Sell
1,267
-176
-12% -$41.8K 0.07% 105
2023
Q1
$325K Buy
1,443
+34
+2% +$7.66K 0.08% 102
2022
Q4
$293K Buy
1,409
+21
+2% +$4.36K 0.08% 102
2022
Q3
$247K Buy
1,388
+74
+6% +$13.2K 0.08% 107
2022
Q2
$259K Sell
1,314
-17
-1% -$3.35K 0.09% 98
2022
Q1
$295K Sell
1,331
-496
-27% -$110K 0.09% 92
2021
Q4
$396K Sell
1,827
-224
-11% -$48.6K 0.12% 72
2021
Q3
$457K Buy
2,051
+1
+0% +$223 0.17% 59
2021
Q2
$479K Sell
2,050
-300
-13% -$70.1K 0.19% 61
2021
Q1
$497K Buy
2,350
+10
+0.4% +$2.12K 0.22% 50
2020
Q4
$512K Buy
+2,340
New +$512K 0.27% 42