Money Concepts Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
5,025
+1,915
| +62% | +$680K | 0.12% | 166 |
|
|
2025
Q1 | $1.09M | Buy |
3,110
+130
| +4% | +$45.6K | 0.08% | 210 |
|
|
2024
Q4 | $942K | Sell |
2,980
-86
| -3% | -$27.2K | 0.07% | 220 |
|
|
2024
Q3 | $843K | Buy |
3,066
+396
| +15% | +$109K | 0.06% | 234 |
|
|
2024
Q2 | $701K | Sell |
2,670
-102
| -4% | -$26.8K | 0.06% | 246 |
|
|
2024
Q1 | $774K | Sell |
2,772
-306
| -10% | -$85.4K | 0.07% | 234 |
|
|
2023
Q4 | $801K | Sell |
3,078
-108
| -3% | -$28.1K | 0.07% | 220 |
|
|
2023
Q3 | $733K | Buy |
3,186
+45
| +1% | +$10.3K | 0.08% | 216 |
|
|
2023
Q2 | $746K | Sell |
3,141
-4,104
| -57% | -$975K | 0.08% | 222 |
|
|
2023
Q1 | $1.65M | Sell |
7,245
-8,613
| -54% | -$1.96M | 0.09% | 167 |
|
|
2022
Q4 | $3.29M | Buy |
15,858
+7,523
| +90% | +$1.56M | 0.15% | 137 |
|
|
2022
Q3 | $1.48M | Buy |
8,335
+4,410
| +112% | +$784K | 0.09% | 193 |
|
|
2022
Q2 | $782K | Sell |
3,925
-5,679
| -59% | -$1.13M | 0.07% | 223 |
|
|
2022
Q1 | $2.13M | Buy |
9,604
+5,840
| +155% | +$1.3M | 0.12% | 183 |
|
|
2021
Q4 | $816K | Buy |
+3,764
| New | +$816K | 0.07% | 233 |
|
|
2021
Q1 | $864K | Sell |
4,079
-505
| -11% | -$107K | 0.07% | 232 |
|
|
2020
Q4 | $1M | Buy |
+4,584
| New | +$1M | 0.09% | 186 |
|