Larson 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 | $9M | Buy |
25,336
+4,229
| +20% | +$1.5M | 0.36% | 68 |
|
|
2025
Q1 | $7.4M | Buy |
21,107
+4,102
| +24% | +$1.44M | 0.35% | 60 |
|
|
2024
Q4 | $5.37M | Sell |
17,005
-25
| -0.1% | -$7.9K | 0.28% | 73 |
|
|
2024
Q3 | $4.68M | Sell |
17,030
-683
| -4% | -$188K | 0.27% | 74 |
|
|
2024
Q2 | $4.65M | Buy |
17,713
+1,673
| +10% | +$439K | 0.32% | 58 |
|
|
2024
Q1 | $4.48M | Sell |
16,040
-329
| -2% | -$91.8K | 0.35% | 55 |
|
|
2023
Q4 | $4.26M | Buy |
16,369
+2,881
| +21% | +$750K | 0.37% | 54 |
|
|
2023
Q3 | $3.1M | Buy |
13,488
+650
| +5% | +$150K | 0.31% | 58 |
|
|
2023
Q2 | $3.05M | Sell |
12,838
-100
| -0.8% | -$23.7K | 0.3% | 58 |
|
|
2023
Q1 | $2.92M | Sell |
12,938
-103
| -0.8% | -$23.2K | 0.32% | 57 |
|
|
2022
Q4 | $2.71M | Buy |
13,041
+400
| +3% | +$83.1K | 0.32% | 58 |
|
|
2022
Q3 | $2.25M | Buy |
12,641
+11,265
| +819% | +$2M | 0.32% | 53 |
|
|
2022
Q2 | $271K | Sell |
1,376
-718
| -34% | -$141K | 0.05% | 156 |
|
|
2022
Q1 | $464K | Sell |
2,094
-46
| -2% | -$10.2K | 0.07% | 117 |
|
|
2021
Q4 | $464K | Buy |
2,140
+58
| +3% | +$12.6K | 0.07% | 121 |
|
|
2021
Q3 | $464K | Buy |
2,082
+1,015
| +95% | +$226K | 0.09% | 91 |
|
|
2021
Q2 | $249K | Buy |
1,067
+2
| +0.2% | +$467 | 0.06% | 110 |
|
|
2021
Q1 | $226K | Sell |
1,065
-6
| -0.6% | -$1.27K | 0.07% | 102 |
|
|
2020
Q4 | $234K | Buy |
1,071
+165
| +18% | +$36.1K | 0.08% | 85 |
|
|
2020
Q3 | $181K | Sell |
906
-214
| -19% | -$42.8K | 0.07% | 95 |
|
|
2020
Q2 | $216K | Buy |
1,120
+207
| +23% | +$39.9K | 0.1% | 88 |
|
|
2020
Q1 | $147K | Buy |
913
+55
| +6% | +$8.86K | 0.09% | 88 |
|
|
2019
Q4 | $161K | Buy |
858
+25
| +3% | +$4.69K | 0.09% | 87 |
|
|
2019
Q3 | $143K | Buy |
833
+21
| +3% | +$3.61K | 0.09% | 90 |
|
|
2019
Q2 | $141K | Buy |
812
+31
| +4% | +$5.38K | 0.1% | 67 |
|
|
2019
Q1 | $122K | Sell |
781
-4
| -0.5% | -$625 | 0.1% | 73 |
|
|
2018
Q4 | $104K | Buy |
+785
| New | +$104K | 0.1% | 75 |
|