JBR Co Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
1,401
| – | – | 0.25% | 73 |
|
|
2025
Q1 | $491K | Sell |
1,401
-300
| -18% | -$105K | 0.29% | 66 |
|
|
2024
Q4 | $538K | Sell |
1,701
-10
| -0.6% | -$3.16K | 0.33% | 63 |
|
|
2024
Q3 | $470K | Sell |
1,711
-52
| -3% | -$14.3K | 0.31% | 66 |
|
|
2024
Q2 | $463K | Buy |
1,763
+180
| +11% | +$47.2K | 0.33% | 64 |
|
|
2024
Q1 | $442K | Buy |
1,583
+57
| +4% | +$15.9K | 0.35% | 61 |
|
|
2023
Q4 | $397K | Buy |
+1,526
| New | +$397K | 0.37% | 58 |
|