Nvest 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 | $3.12M | Sell |
8,799
-83
| -0.9% | -$29.5K | 1.63% | 19 |
|
|
2025
Q1 | $3.11M | Buy |
8,882
+216
| +2% | +$75.7K | 1.67% | 18 |
|
|
2024
Q4 | $2.74M | Buy |
8,666
+888
| +11% | +$281K | 1.39% | 22 |
|
|
2024
Q3 | $2.14M | Buy |
7,778
+468
| +6% | +$129K | 1.22% | 29 |
|
|
2024
Q2 | $1.92M | Buy |
7,310
+528
| +8% | +$139K | 1.18% | 29 |
|
|
2024
Q1 | $1.89M | Buy |
6,782
+128
| +2% | +$35.7K | 1.26% | 28 |
|
|
2023
Q4 | $1.73M | Buy |
6,654
+1,093
| +20% | +$285K | 1.36% | 24 |
|
|
2023
Q3 | $1.28M | Sell |
5,561
-691
| -11% | -$159K | 1.19% | 25 |
|
|
2023
Q2 | $1.48M | Buy |
6,252
+364
| +6% | +$86.4K | 1.3% | 24 |
|
|
2023
Q1 | $1.33M | Buy |
5,888
+98
| +2% | +$22.1K | 1.38% | 24 |
|
|
2022
Q4 | $1.2M | Buy |
5,790
+272
| +5% | +$56.5K | 1.51% | 25 |
|
|
2022
Q3 | $980K | Sell |
5,518
-160
| -3% | -$28.4K | 1.39% | 27 |
|
|
2022
Q2 | $1.12M | Sell |
5,678
-63
| -1% | -$12.4K | 1.17% | 32 |
|
|
2022
Q1 | $1.27M | Buy |
+5,741
| New | +$1.27M | 1.05% | 32 |
|