Personal CFO Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
13,756
-372
| -3% | -$132K | 0.9% | 14 |
|
|
2025
Q1 | $4.95M | Buy |
14,128
+437
| +3% | +$153K | 1.01% | 14 |
|
|
2024
Q4 | $4.33M | Sell |
13,691
-158
| -1% | -$49.9K | 0.85% | 17 |
|
|
2024
Q3 | $3.81M | Sell |
13,849
-141
| -1% | -$38.8K | 0.53% | 39 |
|
|
2024
Q2 | $3.67M | Sell |
13,990
-251
| -2% | -$65.9K | 0.56% | 35 |
|
|
2024
Q1 | $3.97M | Buy |
14,241
+932
| +7% | +$260K | 0.62% | 32 |
|
|
2023
Q4 | $3.47M | Buy |
13,309
+2,319
| +21% | +$604K | 0.6% | 32 |
|
|
2023
Q3 | $2.53M | Sell |
10,990
-52
| -0.5% | -$12K | 0.5% | 40 |
|
|
2023
Q2 | $2.62M | Buy |
11,042
+82
| +0.7% | +$19.5K | 0.53% | 35 |
|
|
2023
Q1 | $2.47M | Sell |
10,960
-682
| -6% | -$154K | 0.51% | 40 |
|
|
2022
Q4 | $2.42M | Sell |
11,642
-176
| -1% | -$36.6K | 0.51% | 40 |
|
|
2022
Q3 | $2.1M | Sell |
11,818
-1,975
| -14% | -$351K | 0.53% | 42 |
|
|
2022
Q2 | $2.72M | Sell |
13,793
-470
| -3% | -$92.5K | 0.64% | 35 |
|
|
2022
Q1 | $3.16M | Buy |
14,263
+1,252
| +10% | +$278K | 0.62% | 33 |
|
|
2021
Q4 | $2.82M | Buy |
13,011
+974
| +8% | +$211K | 0.53% | 33 |
|
|
2021
Q3 | $2.68M | Buy |
12,037
+695
| +6% | +$155K | 0.55% | 30 |
|
|
2021
Q2 | $2.65M | Sell |
11,342
-474
| -4% | -$111K | 0.54% | 31 |
|
|
2021
Q1 | $2.5M | Buy |
11,816
+445
| +4% | +$94.2K | 0.54% | 34 |
|
|
2020
Q4 | $2.49M | Buy |
11,371
+366
| +3% | +$80K | 0.62% | 34 |
|
|
2020
Q3 | $2K | Sell |
11,005
-84
| -0.8% | -$15 | 0.67% | 46 |
|
|
2020
Q2 | $2.14M | Buy |
11,089
+1,203
| +12% | +$232K | 0.63% | 37 |
|
|
2020
Q1 | $1.59M | Sell |
9,886
-1,988
| -17% | -$320K | 0.57% | 38 |
|
|
2019
Q4 | $2.23M | Sell |
11,874
-335
| -3% | -$62.8K | 0.64% | 28 |
|
|
2019
Q3 | $2.11M | Buy |
+12,209
| New | +$2.11M | 0.84% | 19 |
|