JDM Financial 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 | $58.9K | Hold |
166
| – | – | 0.03% | 85 |
|
|
2025
Q1 | $58.1K | Hold |
166
| – | – | 0.03% | 80 |
|
|
2024
Q4 | $52.4K | Sell |
166
-12
| -7% | -$3.79K | 0.03% | 84 |
|
|
2024
Q3 | $48.9K | Buy |
178
+12
| +7% | +$3.3K | 0.03% | 89 |
|
|
2024
Q2 | $43.5K | Hold |
166
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $46.3K | Hold |
166
| – | – | 0.03% | 75 |
|
|
2023
Q4 | $43.2K | Hold |
166
| – | – | 0.04% | 74 |
|
|
2023
Q3 | $38.2K | Hold |
166
| – | – | 0.04% | 77 |
|
|
2023
Q2 | $39.4K | Hold |
166
| – | – | 0.03% | 77 |
|
|
2023
Q1 | $37.3K | Buy |
166
+26
| +19% | +$5.85K | 0.03% | 79 |
|
|
2022
Q4 | $29.1K | Buy |
+140
| New | +$29.1K | 0.03% | 86 |
|