PP
PDS Planning’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
12,033
+1,897
| +19% | +$674K | 0.32% | 49 |
|
|
2025
Q1 | $3.55M | Buy |
10,136
+680
| +7% | +$238K | 0.3% | 49 |
|
|
2024
Q4 | $2.99M | Buy |
9,456
+274
| +3% | +$86.6K | 0.27% | 51 |
|
|
2024
Q3 | $2.52M | Buy |
9,182
+50
| +0.5% | +$13.7K | 0.23% | 57 |
|
|
2024
Q2 | $2.4M | Buy |
9,132
+426
| +5% | +$112K | 0.24% | 52 |
|
|
2024
Q1 | $2.43M | Buy |
8,706
+270
| +3% | +$75.4K | 0.26% | 50 |
|
|
2023
Q4 | $2.2M | Buy |
8,436
+571
| +7% | +$149K | 0.25% | 52 |
|
|
2023
Q3 | $1.81M | Buy |
7,865
+140
| +2% | +$32.2K | 0.23% | 53 |
|
|
2023
Q2 | $1.83M | Buy |
7,725
+779
| +11% | +$185K | 0.23% | 54 |
|
|
2023
Q1 | $1.57M | Buy |
6,946
+2,025
| +41% | +$457K | 0.22% | 56 |
|
|
2022
Q4 | $1.02M | Buy |
4,921
+241
| +5% | +$50.1K | 0.16% | 60 |
|
|
2022
Q3 | $831K | Sell |
4,680
-371
| -7% | -$65.9K | 0.15% | 59 |
|
|
2022
Q2 | $995K | Buy |
5,051
+481
| +11% | +$94.8K | 0.18% | 59 |
|
|
2022
Q1 | $1.01M | Buy |
4,570
+322
| +8% | +$71.4K | 0.18% | 56 |
|
|
2021
Q4 | $921K | Buy |
4,248
+722
| +20% | +$157K | 0.18% | 58 |
|
|
2021
Q3 | $785K | Buy |
3,526
+82
| +2% | +$18.3K | 0.18% | 62 |
|
|
2021
Q2 | $805K | Buy |
3,444
+464
| +16% | +$108K | 0.2% | 58 |
|
|
2021
Q1 | $631K | Buy |
2,980
+323
| +12% | +$68.4K | 0.18% | 63 |
|
|
2020
Q4 | $581K | Buy |
2,657
+204
| +8% | +$44.6K | 0.2% | 64 |
|
|
2020
Q3 | $491K | Sell |
2,453
-162
| -6% | -$32.4K | 0.2% | 68 |
|
|
2020
Q2 | $505K | Buy |
2,615
+661
| +34% | +$128K | 0.23% | 61 |
|
|
2020
Q1 | $315K | Sell |
1,954
-392
| -17% | -$63.2K | 0.2% | 70 |
|
|
2019
Q4 | $441K | Buy |
2,346
+903
| +63% | +$170K | 0.28% | 60 |
|
|
2019
Q3 | $248K | Buy |
1,443
+66
| +5% | +$11.3K | 0.17% | 78 |
|
|
2019
Q2 | $239K | Buy |
+1,377
| New | +$239K | 0.18% | 73 |
|