Joule Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
773
-26
| -3% | -$9.23K | 0.09% | 92 |
|
|
2025
Q1 | $280K | Sell |
799
-10
| -1% | -$3.51K | 0.1% | 82 |
|
|
2024
Q4 | $256K | Sell |
809
-62
| -7% | -$19.6K | 0.09% | 89 |
|
|
2024
Q3 | $239K | Sell |
871
-47
| -5% | -$12.9K | 0.09% | 97 |
|
|
2024
Q2 | $241K | Sell |
918
-55
| -6% | -$14.4K | 0.1% | 89 |
|
|
2024
Q1 | $272K | Buy |
973
+27
| +3% | +$7.54K | 0.11% | 85 |
|
|
2023
Q4 | $246K | Hold |
946
| – | – | 0.11% | 91 |
|
|
2023
Q3 | $218K | Sell |
946
-48
| -5% | -$11K | 0.11% | 92 |
|
|
2023
Q2 | $236K | Sell |
994
-39
| -4% | -$9.26K | 0.12% | 90 |
|
|
2023
Q1 | $233K | Hold |
1,033
| – | – | 0.13% | 91 |
|
|
2022
Q4 | $215K | Buy |
+1,033
| New | +$215K | 0.14% | 89 |
|