PF
Phoenix Financial’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Buy |
64,738
+12,324
| +24% | +$4.37M | 0.3% | 54 |
|
|
2025
Q1 | $18.4M | Sell |
52,414
-16,787
| -24% | -$5.9M | 0.28% | 64 |
|
|
2024
Q4 | $21.9M | Buy |
69,201
+2,419
| +4% | +$765K | 0.3% | 62 |
|
|
2024
Q3 | $18.4M | Buy |
66,782
+5,795
| +10% | +$1.59M | 0.27% | 63 |
|
|
2024
Q2 | $16.1M | Buy |
60,987
+2,252
| +4% | +$595K | 0.25% | 63 |
|
|
2024
Q1 | $16.4M | Buy |
58,735
+21,288
| +57% | +$5.93M | 0.23% | 65 |
|
|
2023
Q4 | $9.89M | Sell |
37,447
-110,678
| -75% | -$29.2M | 0.16% | 71 |
|
|
2023
Q3 | $34.1M | Sell |
148,125
-4,001
| -3% | -$920K | 0.62% | 40 |
|
|
2023
Q2 | $36.1M | Sell |
152,126
-118,739
| -44% | -$28.2M | 0.74% | 34 |
|
|
2023
Q1 | $61.1M | Sell |
270,865
-267,660
| -50% | -$60.3M | 1.36% | 26 |
|
|
2022
Q4 | $112M | Buy |
538,525
+261,625
| +94% | +$54.4M | 2.17% | 14 |
|
|
2022
Q3 | $49.8M | Sell |
276,900
-8,198
| -3% | -$1.48M | 1.1% | 30 |
|
|
2022
Q2 | $55M | Buy |
285,098
+23,194
| +9% | +$4.47M | 1.12% | 33 |
|
|
2022
Q1 | $58.1M | Sell |
261,904
-3,855
| -1% | -$856K | 0.98% | 33 |
|
|
2021
Q4 | $57.6M | Buy |
265,759
+10,384
| +4% | +$2.25M | 0.95% | 34 |
|
|
2021
Q3 | $57M | Buy |
255,375
+2,410
| +1% | +$538K | 0.99% | 28 |
|
|
2021
Q2 | $59.2M | Buy |
252,965
+11,171
| +5% | +$2.61M | 1.13% | 24 |
|
|
2021
Q1 | $51.2M | Buy |
241,794
+39,064
| +19% | +$8.27M | 1.16% | 19 |
|
|
2020
Q4 | $44.2M | Buy |
202,730
+16,137
| +9% | +$3.52M | 1.19% | 20 |
|
|
2020
Q3 | $35.2M | Buy |
186,593
+3,392
| +2% | +$639K | 1.47% | 13 |
|
|
2020
Q2 | $33.5M | Buy |
183,201
+2,607
| +1% | +$477K | 1.42% | 13 |
|
|
2020
Q1 | $28.4M | Buy |
180,594
+22,813
| +14% | +$3.59M | 1.44% | 13 |
|
|
2019
Q4 | $29.4M | Sell |
157,781
-1,087
| -0.7% | -$203K | 1.23% | 23 |
|
|
2019
Q3 | $26.1M | Buy |
+158,868
| New | +$26.1M | 1.24% | 25 |
|