Investmark Advisory 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 | $673K | Buy |
1,896
+1
| +0.1% | +$355 | 0.32% | 61 |
|
|
2025
Q1 | $664K | Buy |
1,895
+1
| +0.1% | +$351 | 0.33% | 55 |
|
|
2024
Q4 | $599K | Sell |
1,894
-592
| -24% | -$187K | 0.29% | 58 |
|
|
2024
Q3 | $684K | Buy |
2,486
+28
| +1% | +$7.7K | 0.33% | 57 |
|
|
2024
Q2 | $645K | Buy |
2,458
+258
| +12% | +$67.7K | 0.34% | 59 |
|
|
2024
Q1 | $614K | Buy |
2,200
+2
| +0.1% | +$558 | 0.34% | 61 |
|
|
2023
Q4 | $573K | Buy |
2,198
+16
| +0.7% | +$4.17K | 0.34% | 60 |
|
|
2023
Q3 | $502K | Buy |
2,182
+5
| +0.2% | +$1.15K | 0.34% | 59 |
|
|
2023
Q2 | $517K | Buy |
2,177
+5
| +0.2% | +$1.19K | 0.34% | 54 |
|
|
2023
Q1 | $490K | Sell |
2,172
-41
| -2% | -$9.24K | 0.36% | 52 |
|
|
2022
Q4 | $460K | Buy |
2,213
+111
| +5% | +$23.1K | 0.34% | 60 |
|
|
2022
Q3 | $373K | Buy |
2,102
+594
| +39% | +$105K | 0.34% | 53 |
|
|
2022
Q2 | $296K | Sell |
1,508
-85
| -5% | -$16.7K | 0.29% | 55 |
|
|
2022
Q1 | $353K | Sell |
1,593
-49
| -3% | -$10.9K | 0.36% | 50 |
|
|
2021
Q4 | $355K | Buy |
+1,642
| New | +$355K | 0.33% | 53 |
|