Omega 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 | $1.25M | Buy |
3,517
+317
| +10% | +$113K | 0.44% | 42 |
|
|
2025
Q1 | $1.12M | Buy |
3,200
+60
| +2% | +$21K | 0.43% | 43 |
|
|
2024
Q4 | $992K | Buy |
3,140
+3
| +0.1% | +$948 | 0.38% | 45 |
|
|
2024
Q3 | $863K | Sell |
3,137
-44
| -1% | -$12.1K | 0.33% | 49 |
|
|
2024
Q2 | $835K | Sell |
3,181
-39
| -1% | -$10.2K | 0.34% | 52 |
|
|
2024
Q1 | $899K | Buy |
3,220
+145
| +5% | +$40.5K | 0.37% | 52 |
|
|
2023
Q4 | $801K | Buy |
3,075
+20
| +0.7% | +$5.21K | 0.34% | 54 |
|
|
2023
Q3 | $703K | Sell |
3,055
-293
| -9% | -$67.4K | 0.34% | 54 |
|
|
2023
Q2 | $795K | Sell |
3,348
-97
| -3% | -$23K | 0.36% | 54 |
|
|
2023
Q1 | $777K | Buy |
3,445
+4
| +0.1% | +$902 | 0.36% | 54 |
|
|
2022
Q4 | $715K | Buy |
3,441
+14
| +0.4% | +$2.91K | 0.37% | 56 |
|
|
2022
Q3 | $609K | Buy |
3,427
+3
| +0.1% | +$533 | 0.32% | 52 |
|
|
2022
Q2 | $674K | Buy |
3,424
+310
| +10% | +$61K | 0.33% | 52 |
|
|
2022
Q1 | $691K | Sell |
3,114
-91
| -3% | -$20.2K | 0.3% | 48 |
|
|
2021
Q4 | $695K | Sell |
3,205
-13
| -0.4% | -$2.82K | 0.31% | 44 |
|
|
2021
Q3 | $717K | Sell |
3,218
-5
| -0.2% | -$1.11K | 0.34% | 42 |
|
|
2021
Q2 | $754K | Sell |
3,223
-42
| -1% | -$9.83K | 0.36% | 43 |
|
|
2021
Q1 | $691K | Sell |
3,265
-117
| -3% | -$24.8K | 0.35% | 45 |
|
|
2020
Q4 | $740K | Sell |
3,382
-18
| -0.5% | -$3.94K | 0.4% | 45 |
|
|
2020
Q3 | $680K | Buy |
3,400
+2
| +0.1% | +$400 | 0.41% | 44 |
|
|
2020
Q2 | $656K | Buy |
3,398
+16
| +0.5% | +$3.09K | 0.42% | 43 |
|
|
2020
Q1 | $545K | Sell |
3,382
-570
| -14% | -$91.9K | 0.41% | 40 |
|
|
2019
Q4 | $743K | Sell |
3,952
-88
| -2% | -$16.5K | 0.49% | 45 |
|
|
2019
Q3 | $695K | Sell |
4,040
-269
| -6% | -$46.3K | 0.49% | 44 |
|
|
2019
Q2 | $748K | Sell |
4,309
-3
| -0.1% | -$521 | 0.55% | 43 |
|
|
2019
Q1 | $673K | Buy |
4,312
+565
| +15% | +$88.2K | 0.5% | 45 |
|
|
2018
Q4 | $494K | Buy |
+3,747
| New | +$494K | 0.44% | 43 |
|