Michels Family 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
$861K Sell
2,425
-50
-2% -$17.8K 0.73% 39
2025
Q1
$867K Buy
2,475
+52
+2% +$18.2K 0.78% 38
2024
Q4
$766K Buy
+2,423
New +$766K 0.7% 39