PFG Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.3M | Sell |
28,996
-1,879
| -6% | -$667K | 0.6% | 25 |
|
2025
Q1 | $10.8M | Sell |
30,875
-711
| -2% | -$249K | 0.69% | 18 |
|
2024
Q4 | $9.98M | Sell |
31,586
-1,969
| -6% | -$622K | 0.62% | 21 |
|
2024
Q3 | $9.23M | Sell |
33,555
-642
| -2% | -$177K | 0.6% | 23 |
|
2024
Q2 | $8.98M | Buy |
34,197
+8,571
| +33% | +$2.25M | 0.64% | 20 |
|
2024
Q1 | $7.15M | Buy |
25,626
+13,264
| +107% | +$3.7M | 0.43% | 40 |
|
2023
Q4 | $3.22M | Buy |
12,362
+867
| +8% | +$226K | 0.6% | 29 |
|
2023
Q3 | $2.64M | Buy |
11,495
+990
| +9% | +$228K | 0.5% | 34 |
|
2023
Q2 | $2.49M | Buy |
10,505
+652
| +7% | +$155K | 0.44% | 41 |
|
2023
Q1 | $2.22M | Buy |
+9,853
| New | +$2.22M | 0.45% | 46 |
|