Patriot Financial Group Insurance Agency’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
14,506
+1,084
| +8% | +$385K | 0.59% | 37 |
|
|
2025
Q1 | $4.7M | Buy |
13,422
+181
| +1% | +$63.4K | 0.63% | 30 |
|
|
2024
Q4 | $4.18M | Buy |
13,241
+479
| +4% | +$151K | 0.56% | 40 |
|
|
2024
Q3 | $3.51M | Sell |
12,762
-272
| -2% | -$74.8K | 0.47% | 47 |
|
|
2024
Q2 | $3.42M | Buy |
13,034
+1,048
| +9% | +$275K | 0.5% | 42 |
|
|
2024
Q1 | $3.35M | Buy |
11,986
+856
| +8% | +$239K | 0.53% | 38 |
|
|
2023
Q4 | $2.9M | Buy |
11,130
+1,278
| +13% | +$333K | 0.55% | 38 |
|
|
2023
Q3 | $2.27M | Buy |
9,852
+751
| +8% | +$173K | 0.47% | 44 |
|
|
2023
Q2 | $2.16M | Buy |
9,101
+182
| +2% | +$43.2K | 0.41% | 51 |
|
|
2023
Q1 | $2.01M | Buy |
8,919
+435
| +5% | +$98.1K | 0.41% | 51 |
|
|
2022
Q4 | $1.76M | Sell |
8,484
-85
| -1% | -$17.7K | 0.24% | 50 |
|
|
2022
Q3 | $1.52M | Buy |
8,569
+1,644
| +24% | +$292K | 0.37% | 61 |
|
|
2022
Q2 | $1.36M | Sell |
6,925
-142
| -2% | -$27.9K | 0.28% | 76 |
|
|
2022
Q1 | $1.57M | Sell |
7,067
-696
| -9% | -$154K | 0.28% | 74 |
|
|
2021
Q4 | $1.68M | Sell |
7,763
-1,155
| -13% | -$250K | 0.28% | 72 |
|
|
2021
Q3 | $1.99M | Buy |
8,918
+864
| +11% | +$192K | 0.35% | 52 |
|
|
2021
Q2 | $1.88M | Buy |
8,054
+2,222
| +38% | +$519K | 0.34% | 61 |
|
|
2021
Q1 | $1.24M | Buy |
5,832
+371
| +7% | +$78.6K | 0.28% | 76 |
|
|
2020
Q4 | $1.19M | Buy |
5,461
+2,759
| +102% | +$603K | 0.3% | 67 |
|
|
2020
Q3 | $540K | Buy |
2,702
+81
| +3% | +$16.2K | 0.18% | 122 |
|
|
2020
Q2 | $506K | Sell |
2,621
-3,779
| -59% | -$730K | 0.19% | 117 |
|
|
2020
Q1 | $1.03M | Buy |
6,400
+1,891
| +42% | +$305K | 0.47% | 40 |
|
|
2019
Q4 | $847K | Buy |
4,509
+310
| +7% | +$58.2K | 0.32% | 59 |
|
|
2019
Q3 | $722K | Buy |
4,199
+528
| +14% | +$90.8K | 0.32% | 60 |
|
|
2019
Q2 | $643K | Buy |
3,671
+899
| +32% | +$157K | 0.28% | 60 |
|
|
2019
Q1 | $433K | Buy |
2,772
+768
| +38% | +$120K | 0.22% | 77 |
|
|
2018
Q4 | $264K | Buy |
2,004
+455
| +29% | +$59.9K | 0.17% | 101 |
|
|
2018
Q3 | $232K | Sell |
1,549
-355
| -19% | -$53.2K | 0.14% | 102 |
|
|
2018
Q2 | $252K | Sell |
1,904
-153
| -7% | -$20.3K | 0.27% | 61 |
|
|
2018
Q1 | $244K | Buy |
2,057
+322
| +19% | +$38.2K | 0.18% | 113 |
|
|
2017
Q4 | $208K | Buy |
1,735
+1,441
| +490% | +$173K | 0.16% | 120 |
|
|
2017
Q3 | $31K | Buy |
294
+160
| +119% | +$16.9K | 0.03% | 331 |
|
|
2017
Q2 | $13K | Buy |
134
+69
| +106% | +$6.69K | 0.01% | 485 |
|
|
2017
Q1 | $6K | Sell |
65
-1
| -2% | -$92 | 0.01% | 600 |
|
|
2016
Q4 | $5K | Buy |
+66
| New | +$5K | 0.01% | 577 |
|