Pacific Sun 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 | $398K | Sell |
1,121
-10
| -0.9% | -$3.55K | 0.21% | 130 |
|
|
2025
Q1 | $396K | Hold |
1,131
| – | – | 0.23% | 129 |
|
|
2024
Q4 | $357K | Hold |
1,131
| – | – | 0.19% | 137 |
|
|
2024
Q3 | $311K | Hold |
1,131
| – | – | 0.17% | 145 |
|
|
2024
Q2 | $297K | Hold |
1,131
| – | – | 0.18% | 144 |
|
|
2024
Q1 | $316K | Hold |
1,131
| – | – | 0.18% | 140 |
|
|
2023
Q4 | $294K | Hold |
1,131
| – | – | 0.19% | 137 |
|
|
2023
Q3 | $260K | Buy |
1,131
+20
| +2% | +$4.6K | 0.18% | 139 |
|
|
2023
Q2 | $250K | Buy |
+1,111
| New | +$250K | 0.17% | 148 |
|
|
2022
Q4 | $231K | Sell |
1,111
-20
| -2% | -$4.16K | 0.16% | 155 |
|
|
2022
Q3 | $201K | Hold |
1,131
| – | – | 0.14% | 170 |
|
|
2022
Q2 | $223K | Sell |
1,131
-100
| -8% | -$19.7K | 0.15% | 165 |
|
|
2022
Q1 | $273K | Hold |
1,231
| – | – | 0.15% | 152 |
|
|
2021
Q4 | $267K | Hold |
1,231
| – | – | 0.14% | 159 |
|
|
2021
Q3 | $274K | Buy |
+1,231
| New | +$274K | 0.16% | 149 |
|
|
2020
Q3 | $269K | Buy |
1,346
+5
| +0.4% | +$999 | 0.22% | 122 |
|
|
2020
Q2 | $259K | Hold |
1,341
| – | – | 0.23% | 118 |
|
|
2020
Q1 | $216K | Hold |
1,341
| – | – | 0.25% | 117 |
|
|
2019
Q4 | $252K | Hold |
1,341
| – | – | 0.22% | 120 |
|
|
2019
Q3 | $231K | Hold |
1,341
| – | – | 0.22% | 121 |
|
|
2019
Q2 | $233K | Buy |
+1,341
| New | +$233K | 0.22% | 118 |
|
|
2018
Q1 | – | Sell |
-12,467
| Closed | -$1.42M | – | 196 |
|
|
2017
Q4 | $1.42M | Buy |
+12,467
| New | +$1.42M | 0.78% | 50 |
|