Inspire Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
1,494
+430
| +40% | +$153K | 0.06% | 279 |
|
|
2025
Q1 | $373K | Sell |
1,064
-32
| -3% | -$11.2K | 0.04% | 308 |
|
|
2024
Q4 | $346K | Buy |
1,096
+239
| +28% | +$75.6K | 0.04% | 284 |
|
|
2024
Q3 | $236K | Buy |
857
+26
| +3% | +$7.15K | 0.03% | 329 |
|
|
2024
Q2 | $218K | Buy |
+831
| New | +$218K | 0.03% | 310 |
|
|
2024
Q1 | – | Sell |
-797
| Closed | -$208K | – | 418 |
|
|
2023
Q4 | $208K | Sell |
797
-615
| -44% | -$160K | 0.03% | 293 |
|
|
2023
Q3 | $325K | Buy |
1,412
+239
| +20% | +$55K | 0.06% | 189 |
|
|
2023
Q2 | $279K | Buy |
+1,173
| New | +$279K | 0.05% | 179 |
|
|
2022
Q1 | – | Sell |
-1,876
| Closed | -$407K | – | 132 |
|
|
2021
Q4 | $407K | Buy |
1,876
+342
| +22% | +$74.2K | 0.12% | 35 |
|
|
2021
Q3 | $342K | Buy |
1,534
+115
| +8% | +$25.6K | 0.11% | 36 |
|
|
2021
Q2 | $332K | Buy |
+1,419
| New | +$332K | 0.11% | 45 |
|
|
2021
Q1 | – | Sell |
-83
| Closed | -$18K | – | 686 |
|
|
2020
Q4 | $18K | Buy |
+83
| New | +$18K | 0.01% | 446 |
|