Orin Green 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 | $337K | Hold |
949
| – | – | 0.14% | 59 |
|
|
2025
Q1 | $304K | Buy |
+949
| New | +$304K | 0.14% | 59 |
|
|
2024
Q4 | – | Sell |
-949
| Closed | -$261K | – | 60 |
|
|
2024
Q3 | $261K | Hold |
949
| – | – | 0.11% | 67 |
|
|
2024
Q2 | $249K | Buy |
+949
| New | +$249K | 0.11% | 65 |
|
|
2024
Q1 | – | Sell |
-949
| Closed | -$247K | – | 63 |
|
|
2023
Q4 | $247K | Hold |
949
| – | – | 0.12% | 61 |
|
|
2023
Q3 | $218K | Hold |
949
| – | – | 0.12% | 63 |
|
|
2023
Q2 | $225K | Hold |
949
| – | – | 0.12% | 60 |
|
|
2023
Q1 | $214K | Buy |
+949
| New | +$214K | 0.12% | 61 |
|
|
2022
Q3 | – | Sell |
-1,121
| Closed | -$225K | – | 66 |
|
|
2022
Q2 | $225K | Hold |
1,121
| – | – | 0.14% | 60 |
|
|
2022
Q1 | $249K | Buy |
1,121
+203
| +22% | +$45.1K | 0.16% | 58 |
|
|
2021
Q4 | $207K | Sell |
918
-203
| -18% | -$45.8K | 0.15% | 56 |
|
|
2021
Q3 | $250K | Buy |
1,121
+12
| +1% | +$2.68K | 0.17% | 58 |
|
|
2021
Q2 | $259K | Hold |
1,109
| – | – | 0.18% | 57 |
|
|
2021
Q1 | $235K | Sell |
1,109
-125
| -10% | -$26.5K | 0.19% | 60 |
|
|
2020
Q4 | $270K | Buy |
+1,234
| New | +$270K | 0.21% | 55 |
|