Menard 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 | $2.19M | Sell |
6,181
-83
| -1% | -$29.5K | 1.3% | 16 |
|
|
2025
Q1 | $2.18M | Buy |
6,264
+31
| +0.5% | +$10.8K | 1.43% | 15 |
|
|
2024
Q4 | $1.97M | Buy |
6,233
+16
| +0.3% | +$5.06K | 1.18% | 14 |
|
|
2024
Q3 | $1.71M | Buy |
6,217
+35
| +0.6% | +$9.62K | 1.13% | 17 |
|
|
2024
Q2 | $1.62M | Buy |
6,182
+60
| +1% | +$15.7K | 1.16% | 17 |
|
|
2024
Q1 | $1.71M | Buy |
6,122
+618
| +11% | +$172K | 1.44% | 14 |
|
|
2023
Q4 | $1.43M | Buy |
5,504
+140
| +3% | +$36.4K | 1.78% | 13 |
|
|
2023
Q3 | $1.23M | Buy |
5,364
+849
| +19% | +$195K | 1.78% | 12 |
|
|
2023
Q2 | $1.07M | Sell |
4,515
-60
| -1% | -$14.2K | 2.2% | 11 |
|
|
2023
Q1 | $1.03M | Sell |
4,575
-12
| -0.3% | -$2.71K | 2.38% | 10 |
|
|
2022
Q4 | $953K | Sell |
4,587
-1,286
| -22% | -$267K | 2.27% | 10 |
|
|
2022
Q3 | $1.04M | Sell |
5,873
-2,736
| -32% | -$486K | 1.89% | 9 |
|
|
2022
Q2 | $1.7M | Sell |
8,609
-455
| -5% | -$89.6K | 2.78% | 6 |
|
|
2022
Q1 | $2.01M | Buy |
9,064
+1,336
| +17% | +$296K | 1.98% | 7 |
|
|
2021
Q4 | $1.68M | Sell |
7,728
-927
| -11% | -$201K | 1.37% | 14 |
|
|
2021
Q3 | $1.93M | Buy |
8,655
+860
| +11% | +$192K | 1.69% | 12 |
|
|
2021
Q2 | $1.82M | Buy |
7,795
+860
| +12% | +$201K | 1.73% | 15 |
|
|
2021
Q1 | $1.47M | Buy |
6,935
+180
| +3% | +$38.1K | 1.58% | 17 |
|
|
2020
Q4 | $1.48M | Sell |
6,755
-64
| -0.9% | -$14K | 1.59% | 16 |
|
|
2020
Q3 | $1.36M | Buy |
6,819
+2,080
| +44% | +$416K | 1.58% | 16 |
|
|
2020
Q2 | $915K | Buy |
+4,739
| New | +$915K | 1.14% | 18 |
|
|
2020
Q1 | – | Sell |
-6,029
| Closed | -$1.13M | – | 116 |
|
|
2019
Q4 | $1.13M | Buy |
+6,029
| New | +$1.13M | 1.09% | 27 |
|