Phillips Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
2,047
+285
| +16% | +$101K | 0.05% | 125 |
|
|
2025
Q1 | $618K | Buy |
1,762
+190
| +12% | +$66.6K | 0.05% | 124 |
|
|
2024
Q4 | $497K | Buy |
1,572
+72
| +5% | +$22.8K | 0.04% | 132 |
|
|
2024
Q3 | $412K | Buy |
1,500
+14
| +0.9% | +$3.85K | 0.03% | 140 |
|
|
2024
Q2 | $390K | Buy |
1,486
+170
| +13% | +$44.6K | 0.03% | 141 |
|
|
2024
Q1 | $367K | Buy |
1,316
+10
| +0.8% | +$2.79K | 0.03% | 142 |
|
|
2023
Q4 | $340K | Buy |
1,306
+115
| +10% | +$29.9K | 0.03% | 143 |
|
|
2023
Q3 | $274K | Buy |
1,191
+338
| +40% | +$77.7K | 0.03% | 150 |
|
|
2023
Q2 | $203K | Buy |
+853
| New | +$203K | 0.02% | 158 |
|