Orin Green Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Buy |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $270K | Buy |
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