PSP
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Pacific Sage Partners’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.51M Sell
4,252
-377
-8% -$134K 0.3% 38
2025
Q1
$1.62M Buy
4,629
+1
+0% +$350 0.37% 36
2024
Q4
$1.46M Hold
4,628
0.33% 36
2024
Q3
$1.27M Buy
4,628
+1
+0% +$275 0.3% 35
2024
Q2
$1.21M Buy
4,627
+9
+0.2% +$2.36K 0.3% 37
2024
Q1
$1.29M Sell
4,618
-41
-0.9% -$11.4K 0.33% 35
2023
Q4
$1.21M Buy
4,659
+43
+0.9% +$11.2K 0.33% 34
2023
Q3
$1.06M Hold
4,616
0.32% 35
2023
Q2
$1.1M Buy
4,616
+1
+0% +$237 0.32% 32
2023
Q1
$1.04M Buy
4,615
+1
+0% +$225 0.33% 32
2022
Q4
$959K Buy
+4,614
New +$959K 0.32% 32