Madrona Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
966
-8
| -0.8% | -$2.84K | 0.08% | 76 |
|
|
2025
Q1 | $341K | Buy |
974
+91
| +10% | +$31.9K | 0.09% | 71 |
|
|
2024
Q4 | $279K | Buy |
883
+10
| +1% | +$3.16K | 0.08% | 85 |
|
|
2024
Q3 | $240K | Sell |
873
-122
| -12% | -$33.5K | 0.07% | 90 |
|
|
2024
Q2 | $261K | Sell |
995
-26
| -3% | -$6.82K | 0.08% | 76 |
|
|
2024
Q1 | $285K | Buy |
+1,021
| New | +$285K | 0.1% | 69 |
|