Nadler 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 | $903K | Sell |
2,543
-168
| -6% | -$59.7K | 0.09% | 52 |
|
|
2025
Q1 | $950K | Buy |
2,711
+135
| +5% | +$47.3K | 0.11% | 52 |
|
|
2024
Q4 | $814K | Buy |
2,576
+149
| +6% | +$47.1K | 0.09% | 52 |
|
|
2024
Q3 | $667K | Buy |
2,427
+455
| +23% | +$125K | 0.07% | 57 |
|
|
2024
Q2 | $518K | Hold |
1,972
| – | – | 0.06% | 63 |
|
|
2024
Q1 | $550K | Buy |
1,972
+72
| +4% | +$20.1K | 0.07% | 61 |
|
|
2023
Q4 | $495K | Buy |
1,900
+44
| +2% | +$11.5K | 0.07% | 60 |
|
|
2023
Q3 | $427K | Sell |
1,856
-33
| -2% | -$7.59K | 0.06% | 60 |
|
|
2023
Q2 | $449K | Hold |
1,889
| – | – | 0.07% | 63 |
|
|
2023
Q1 | $426K | Hold |
1,889
| – | – | 0.07% | 65 |
|
|
2022
Q4 | $392K | Sell |
1,889
-75
| -4% | -$15.6K | 0.07% | 69 |
|
|
2022
Q3 | $349K | Buy |
1,964
+4
| +0.2% | +$711 | 0.07% | 72 |
|
|
2022
Q2 | $386K | Sell |
1,960
-96
| -5% | -$18.9K | 0.07% | 69 |
|
|
2022
Q1 | $456K | Sell |
2,056
-58
| -3% | -$12.9K | 0.07% | 70 |
|
|
2021
Q4 | $458K | Buy |
2,114
+23
| +1% | +$4.98K | 0.07% | 74 |
|
|
2021
Q3 | $466K | Buy |
2,091
+142
| +7% | +$31.6K | 0.08% | 70 |
|
|
2021
Q2 | $456K | Buy |
1,949
+65
| +3% | +$15.2K | 0.07% | 70 |
|
|
2021
Q1 | $399K | Buy |
1,884
+103
| +6% | +$21.8K | 0.07% | 72 |
|
|
2020
Q4 | $390K | Sell |
1,781
-130
| -7% | -$28.5K | 0.07% | 73 |
|
|
2020
Q3 | $382K | Hold |
1,911
| – | – | 0.08% | 71 |
|
|
2020
Q2 | $369K | Buy |
1,911
+145
| +8% | +$28K | 0.09% | 64 |
|
|
2020
Q1 | $285K | Sell |
1,766
-31
| -2% | -$5K | 0.09% | 67 |
|
|
2019
Q4 | $338K | Sell |
1,797
-188
| -9% | -$35.4K | 0.08% | 68 |
|
|
2019
Q3 | $341K | Buy |
1,985
+201
| +11% | +$34.5K | 0.1% | 61 |
|
|
2019
Q2 | $310K | Buy |
1,784
+101
| +6% | +$17.6K | 0.09% | 66 |
|
|
2019
Q1 | $263K | Sell |
1,683
-4
| -0.2% | -$625 | 0.08% | 70 |
|
|
2018
Q4 | $223K | Sell |
1,687
-30
| -2% | -$3.97K | 0.07% | 72 |
|
|
2018
Q3 | $258K | Buy |
+1,717
| New | +$258K | 0.07% | 74 |
|