Nikulski 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 | $5.15M | Buy |
14,507
+520
| +4% | +$185K | 1.41% | 18 |
|
|
2025
Q1 | $4.9M | Buy |
13,987
+43
| +0.3% | +$15.1K | 1.48% | 18 |
|
|
2024
Q4 | $4.41M | Sell |
13,944
-47
| -0.3% | -$14.9K | 1.3% | 21 |
|
|
2024
Q3 | $3.85M | Buy |
13,991
+260
| +2% | +$71.5K | 1.15% | 25 |
|
|
2024
Q2 | $3.6M | Buy |
13,731
+427
| +3% | +$112K | 1.15% | 25 |
|
|
2024
Q1 | $3.71M | Buy |
13,304
+256
| +2% | +$71.4K | 1.23% | 23 |
|
|
2023
Q4 | $3.4M | Buy |
13,048
+120
| +0.9% | +$31.2K | 1.24% | 26 |
|
|
2023
Q3 | $2.97M | Buy |
12,928
+499
| +4% | +$115K | 1.23% | 25 |
|
|
2023
Q2 | $2.95M | Sell |
12,429
-175
| -1% | -$41.6K | 1.22% | 25 |
|
|
2023
Q1 | $2.84M | Buy |
12,604
+154
| +1% | +$34.7K | 1.26% | 25 |
|
|
2022
Q4 | $2.59M | Sell |
12,450
-135
| -1% | -$28K | 1.23% | 26 |
|
|
2022
Q3 | $2.24M | Buy |
12,585
+18
| +0.1% | +$3.2K | 1.16% | 27 |
|
|
2022
Q2 | $2.47M | Sell |
12,567
-7
| -0.1% | -$1.38K | 1.23% | 24 |
|
|
2022
Q1 | $2.79M | Buy |
12,574
+727
| +6% | +$161K | 1.18% | 25 |
|
|
2021
Q4 | $2.57M | Buy |
11,847
+683
| +6% | +$148K | 1.08% | 27 |
|
|
2021
Q3 | $2.49M | Buy |
11,164
+696
| +7% | +$155K | 1.15% | 24 |
|
|
2021
Q2 | $2.55M | Buy |
10,468
+720
| +7% | +$175K | 1.19% | 24 |
|
|
2021
Q1 | $2.06M | Buy |
9,748
+969
| +11% | +$205K | 1.06% | 30 |
|
|
2020
Q4 | $1.92M | Sell |
8,779
-20
| -0.2% | -$4.37K | 1.05% | 30 |
|
|
2020
Q3 | $1.76M | Buy |
8,799
+100
| +1% | +$20K | 1.12% | 29 |
|
|
2020
Q2 | $1.68M | Buy |
8,699
+95
| +1% | +$18.3K | 1.18% | 29 |
|
|
2020
Q1 | $1.39M | Buy |
8,604
+846
| +11% | +$136K | 1.21% | 29 |
|
|
2019
Q4 | $1.59M | Sell |
7,758
-4
| -0.1% | -$819 | 1.15% | 29 |
|
|
2019
Q3 | $1.37M | Buy |
7,762
+220
| +3% | +$38.9K | 1.14% | 27 |
|
|
2019
Q2 | $1.35M | Buy |
7,542
+616
| +9% | +$110K | 1.14% | 27 |
|
|
2019
Q1 | $1.08M | Buy |
6,926
+415
| +6% | +$64.8K | 1.05% | 31 |
|
|
2018
Q4 | $859K | Buy |
6,511
+180
| +3% | +$23.7K | 0.9% | 35 |
|
|
2018
Q3 | $873K | Buy |
6,331
+3,706
| +141% | +$511K | 0.81% | 36 |
|
|
2018
Q2 | $348K | Buy |
+2,625
| New | +$348K | 0.32% | 58 |
|