Legacy Capital Group California’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
1,053
-575
| -35% | -$204K | 0.1% | 224 |
|
|
2025
Q1 | $571K | Buy |
1,628
+94
| +6% | +$32.9K | 0.2% | 146 |
|
|
2024
Q4 | $485K | Buy |
1,534
+103
| +7% | +$32.6K | 0.15% | 182 |
|
|
2024
Q3 | $393K | Buy |
1,431
+146
| +11% | +$40.1K | 0.13% | 194 |
|
|
2024
Q2 | $337K | Sell |
1,285
-48
| -4% | -$12.6K | 0.12% | 211 |
|
|
2024
Q1 | $372K | Buy |
1,333
+43
| +3% | +$12K | 0.14% | 198 |
|
|
2023
Q4 | $336K | Buy |
1,290
+234
| +22% | +$60.9K | 0.13% | 202 |
|
|
2023
Q3 | $243K | Buy |
1,056
+103
| +11% | +$23.7K | 0.1% | 232 |
|
|
2023
Q2 | $226K | Buy |
+953
| New | +$226K | 0.09% | 241 |
|