LifeSteps 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 | $423K | Buy |
1,190
+83
| +7% | +$29.5K | 0.29% | 55 |
|
|
2025
Q1 | $388K | Buy |
1,107
+143
| +15% | +$50.1K | 0.31% | 52 |
|
|
2024
Q4 | $305K | Hold |
964
| – | – | 0.23% | 62 |
|
|
2024
Q3 | $265K | Hold |
964
| – | – | 0.21% | 71 |
|
|
2024
Q2 | $253K | Sell |
964
-40
| -4% | -$10.5K | 0.21% | 71 |
|
|
2024
Q1 | $280K | Sell |
1,004
-80
| -7% | -$22.3K | 0.21% | 66 |
|
|
2023
Q4 | $282K | Sell |
1,084
-40
| -4% | -$10.4K | 0.25% | 64 |
|
|
2023
Q3 | $259K | Buy |
1,124
+82
| +8% | +$18.9K | 0.26% | 60 |
|
|
2023
Q2 | $247K | Hold |
1,042
| – | – | 0.24% | 62 |
|
|
2023
Q1 | $235K | Sell |
1,042
-416
| -29% | -$93.8K | 0.25% | 61 |
|
|
2022
Q4 | $303K | Buy |
1,458
+10
| +0.7% | +$2.08K | 0.32% | 55 |
|
|
2022
Q3 | $257K | Buy |
1,448
+45
| +3% | +$7.99K | 0.29% | 59 |
|
|
2022
Q2 | $276K | Sell |
1,403
-125
| -8% | -$24.6K | 0.29% | 59 |
|
|
2022
Q1 | $339K | Hold |
1,528
| – | – | 0.25% | 63 |
|
|
2021
Q4 | $331K | Buy |
1,528
+115
| +8% | +$24.9K | 0.23% | 60 |
|
|
2021
Q3 | $315K | Sell |
1,413
-100
| -7% | -$22.3K | 0.24% | 60 |
|
|
2021
Q2 | $354K | Sell |
1,513
-19
| -1% | -$4.45K | 0.27% | 54 |
|
|
2021
Q1 | $324K | Sell |
1,532
-20
| -1% | -$4.23K | 0.27% | 58 |
|
|
2020
Q4 | $339K | Buy |
1,552
+120
| +8% | +$26.2K | 0.31% | 53 |
|
|
2020
Q3 | $286K | Hold |
1,432
| – | – | 0.3% | 57 |
|
|
2020
Q2 | $277K | Hold |
1,432
| – | – | 0.32% | 55 |
|
|
2020
Q1 | $231K | Buy |
1,432
+50
| +4% | +$8.07K | 0.27% | 64 |
|
|
2019
Q4 | $260K | Buy |
+1,382
| New | +$260K | 0.25% | 79 |
|