Narus Financial Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
1,709
-79
| -4% | -$28K | 0.19% | 76 |
|
|
2025
Q1 | $626K | Buy |
1,788
+145
| +9% | +$50.8K | 0.21% | 69 |
|
|
2024
Q4 | $519K | Buy |
1,643
+573
| +54% | +$181K | 0.18% | 76 |
|
|
2024
Q3 | $294K | Buy |
1,070
+157
| +17% | +$43.1K | 0.11% | 117 |
|
|
2024
Q2 | $240K | Buy |
913
+147
| +19% | +$38.6K | 0.1% | 125 |
|
|
2024
Q1 | $214K | Sell |
766
-43
| -5% | -$12K | 0.09% | 134 |
|
|
2023
Q4 | $210K | Buy |
+809
| New | +$210K | 0.1% | 130 |
|
|
2023
Q1 | – | Sell |
-1,201
| Closed | -$250K | – | 120 |
|
|
2022
Q4 | $250K | Sell |
1,201
-101
| -8% | -$21K | 0.14% | 97 |
|
|
2022
Q3 | $231K | Sell |
1,302
-176
| -12% | -$31.3K | 0.15% | 100 |
|
|
2022
Q2 | $291K | Sell |
1,478
-27
| -2% | -$5.32K | 0.19% | 78 |
|
|
2022
Q1 | $334K | Buy |
+1,505
| New | +$334K | 0.19% | 74 |
|
|
2021
Q1 | $280K | Buy |
+1,322
| New | +$280K | 0.17% | 73 |
|