Mark Sheptoff Financial Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
8,510
+16
| +0.2% | +$5.68K | 1.61% | 17 |
|
|
2025
Q1 | $2.98M | Hold |
8,494
| – | – | 1.64% | 14 |
|
|
2024
Q4 | $2.68M | Hold |
8,494
| – | – | 1.44% | 18 |
|
|
2024
Q3 | $2.34M | Hold |
8,494
| – | – | 1.24% | 17 |
|
|
2024
Q2 | $2.23M | Hold |
8,494
| – | – | 1.25% | 15 |
|
|
2024
Q1 | $2.37M | Buy |
8,494
+10
| +0.1% | +$2.79K | 1.31% | 16 |
|
|
2023
Q4 | $2.21M | Hold |
8,484
| – | – | 1.33% | 16 |
|
|
2023
Q3 | $1.95M | Sell |
8,484
-309
| -4% | -$71.1K | 1.25% | 17 |
|
|
2023
Q2 | $2.09M | Sell |
8,793
-200
| -2% | -$47.5K | 1.19% | 20 |
|
|
2023
Q1 | $2.03M | Hold |
8,993
| – | – | 1.18% | 20 |
|
|
2022
Q4 | $1.87M | Sell |
8,993
-90
| -1% | -$18.7K | 1.1% | 20 |
|
|
2022
Q3 | $1.61M | Sell |
9,083
-641
| -7% | -$114K | 0.98% | 21 |
|
|
2022
Q2 | $1.92M | Sell |
9,724
-400
| -4% | -$78.8K | 1.1% | 20 |
|
|
2022
Q1 | $2.25M | Sell |
10,124
-400
| -4% | -$88.7K | 1.13% | 19 |
|
|
2021
Q4 | $2.28M | Buy |
10,524
+423
| +4% | +$91.7K | 1.09% | 18 |
|
|
2021
Q3 | $2.25M | Buy |
10,101
+100
| +1% | +$22.3K | 1.24% | 17 |
|
|
2021
Q2 | $2.34M | Hold |
10,001
| – | – | 1.25% | 17 |
|
|
2021
Q1 | $2.12M | Hold |
10,001
| – | – | 1.22% | 18 |
|
|
2020
Q4 | $2.19M | Sell |
10,001
-605
| -6% | -$132K | 1.24% | 18 |
|
|
2020
Q3 | $2.12M | Sell |
10,606
-725
| -6% | -$145K | 1.31% | 19 |
|
|
2020
Q2 | $2.19M | Sell |
11,331
-900
| -7% | -$174K | 1.42% | 19 |
|
|
2020
Q1 | $1.97M | Buy |
12,231
+75
| +0.6% | +$12.1K | 1.49% | 19 |
|
|
2019
Q4 | $2.28M | Sell |
12,156
-100
| -0.8% | -$18.8K | 1.44% | 21 |
|
|
2019
Q3 | $2.11M | Buy |
12,256
+386
| +3% | +$66.4K | 1.42% | 20 |
|
|
2019
Q2 | $2.06M | Buy |
11,870
+350
| +3% | +$60.7K | 1.41% | 18 |
|
|
2019
Q1 | $1.8M | Buy |
11,520
+40
| +0.3% | +$6.25K | 1.3% | 19 |
|
|
2018
Q4 | $1.52M | Buy |
11,480
+100
| +0.9% | +$13.2K | 1.26% | 20 |
|
|
2018
Q3 | $1.71M | Buy |
11,380
+500
| +5% | +$75K | 1.17% | 22 |
|
|
2018
Q2 | $1.44M | Buy |
10,880
+900
| +9% | +$119K | 1.07% | 21 |
|
|
2018
Q1 | $1.19M | Buy |
9,980
+980
| +11% | +$117K | 0.83% | 34 |
|
|
2017
Q4 | $1.03M | Buy |
9,000
+700
| +8% | +$79.8K | 0.67% | 43 |
|
|
2017
Q3 | $873K | Buy |
8,300
+1,850
| +29% | +$195K | 0.59% | 48 |
|
|
2017
Q2 | $605K | Buy |
6,450
+99
| +2% | +$9.29K | 0.42% | 61 |
|
|
2017
Q1 | $564K | Buy |
6,351
+1,101
| +21% | +$97.8K | 0.4% | 63 |
|
|
2016
Q4 | $410K | Sell |
5,250
-400
| -7% | -$31.2K | 0.3% | 72 |
|
|
2016
Q3 | $467K | Sell |
5,650
-100
| -2% | -$8.27K | 0.35% | 63 |
|
|
2016
Q2 | $426K | Buy |
5,750
+2,100
| +58% | +$156K | 0.32% | 62 |
|
|
2016
Q1 | $279K | Buy |
3,650
+2,850
| +356% | +$218K | 0.23% | 76 |
|
|
2015
Q4 | $62K | Hold |
800
| – | – | 0.05% | 153 |
|
|
2015
Q3 | $56K | Sell |
800
-11
| -1% | -$770 | 0.05% | 151 |
|
|
2015
Q2 | $54K | Buy |
811
+11
| +1% | +$732 | 0.04% | 166 |
|
|
2015
Q1 | $52K | Buy |
800
+400
| +100% | +$26K | 0.04% | 166 |
|
|
2014
Q4 | $26K | Sell |
400
-3,200
| -89% | -$208K | 0.02% | 200 |
|
|
2014
Q3 | $192K | Hold |
3,600
| – | – | 0.17% | 104 |
|
|
2014
Q2 | $190K | Hold |
3,600
| – | – | 0.16% | 101 |
|
|
2014
Q1 | $194K | Buy |
+3,600
| New | +$194K | 0.17% | 101 |
|