Howard Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $975K | Buy |
2,841
+74
| +3% | +$23.8K | 0.1% | 93 |
|
|
2026
Q1 | $836K | Buy |
2,767
+916
| +49% | +$295K | 0.09% | 91 |
|
|
2025
Q4 | $649K | Buy |
1,851
+336
| +22% | +$114K | 0.08% | 96 |
|
|
2025
Q3 | $517K | Buy |
1,515
+46
| +3% | +$15.9K | 0.06% | 101 |
|
|
2025
Q2 | $522K | Sell |
1,469
-379
| -21% | -$132K | 0.07% | 99 |
|
|
2025
Q1 | $648K | Sell |
1,848
-123
| -6% | -$41.6K | 0.09% | 83 |
|
|
2024
Q4 | $623K | Buy |
1,971
+1,050
| +114% | +$316K | 0.08% | 91 |
|
|
2024
Q3 | $253K | Buy |
921
+20
| +2% | +$5.41K | 0.04% | 142 |
|
|
2024
Q2 | $236K | Sell |
901
-593
| -40% | -$163K | 0.04% | 139 |
|
|
2024
Q1 | $417K | Sell |
1,494
-3
| -0.2% | -$828 | 0.07% | 101 |
|
|
2023
Q4 | $390K | Buy |
1,497
+195
| +15% | +$48.1K | 0.08% | 103 |
|
|
2023
Q3 | $300K | Buy |
1,302
+35
| +3% | +$8.41K | 0.07% | 114 |
|
|
2023
Q2 | $301K | Sell |
1,267
-176
| -12% | -$40.3K | 0.07% | 105 |
|
|
2023
Q1 | $325K | Buy |
1,443
+34
| +2% | +$7.57K | 0.08% | 102 |
|
|
2022
Q4 | $293K | Buy |
1,409
+21
| +2% | +$4.24K | 0.08% | 102 |
|
|
2022
Q3 | $247K | Buy |
1,388
+74
| +6% | +$15.1K | 0.08% | 107 |
|
|
2022
Q2 | $259K | Sell |
1,314
-17
| -1% | -$3.51K | 0.09% | 98 |
|
|
2022
Q1 | $295K | Sell |
1,331
-496
| -27% | -$107K | 0.09% | 92 |
|
|
2021
Q4 | $396K | Sell |
1,827
-224
| -11% | -$48.1K | 0.12% | 74 |
|
|
2021
Q3 | $457K | Buy |
2,051
+1
| +0% | +$234 | 0.17% | 59 |
|
|
2021
Q2 | $479K | Sell |
2,050
-300
| -13% | -$68.6K | 0.19% | 61 |
|
|
2021
Q1 | $497K | Buy |
2,350
+10
| +0.4% | +$2.1K | 0.22% | 50 |
|
|
2020
Q4 | $512K | Buy |
+2,340
| New | +$479K | 0.27% | 42 |
|
Other funds holding V
WT
CRM
CAM
DC
CNB
AAMU
DLA
SI