Physicians Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Sell |
16,968
-473
| -3% | -$168K | 1.79% | 12 |
|
|
2025
Q1 | $6.11M | Hold |
17,441
| – | – | 1.94% | 13 |
|
|
2024
Q4 | $5.51M | Sell |
17,441
-672
| -4% | -$212K | 1.67% | 13 |
|
|
2024
Q3 | $4.98M | Buy |
18,113
+410
| +2% | +$113K | 1.55% | 16 |
|
|
2024
Q2 | $4.65M | Buy |
17,703
+398
| +2% | +$104K | 1.51% | 16 |
|
|
2024
Q1 | $4.83M | Sell |
17,305
-50
| -0.3% | -$14K | 1.7% | 15 |
|
|
2023
Q4 | $4.52M | Sell |
17,355
-525
| -3% | -$137K | 1.71% | 15 |
|
|
2023
Q3 | $4.11M | Sell |
17,880
-800
| -4% | -$184K | 1.68% | 15 |
|
|
2023
Q2 | $4.44M | Hold |
18,680
| – | – | 1.74% | 14 |
|
|
2023
Q1 | $4.21M | Hold |
18,680
| – | – | 1.78% | 13 |
|
|
2022
Q4 | $3.88M | Sell |
18,680
-308
| -2% | -$64K | 1.75% | 16 |
|
|
2022
Q3 | $3.37M | Sell |
18,988
-512
| -3% | -$91K | 1.63% | 17 |
|
|
2022
Q2 | $3.84M | Buy |
19,500
+112
| +0.6% | +$22K | 1.71% | 16 |
|
|
2022
Q1 | $4.3M | Buy |
19,388
+49
| +0.3% | +$10.9K | 1.64% | 14 |
|
|
2021
Q4 | $4.19M | Sell |
19,339
-549
| -3% | -$119K | 1.55% | 15 |
|
|
2021
Q3 | $4.43M | Hold |
19,888
| – | – | 1.79% | 12 |
|
|
2021
Q2 | $4.65M | Sell |
19,888
-344
| -2% | -$80.4K | 1.91% | 12 |
|
|
2021
Q1 | $4.28M | Buy |
20,232
+1,699
| +9% | +$360K | 1.84% | 12 |
|
|
2020
Q4 | $4.05M | Sell |
18,533
-1,873
| -9% | -$410K | 1.96% | 9 |
|
|
2020
Q3 | $4.08M | Sell |
20,406
-197
| -1% | -$39.4K | 2.04% | 10 |
|
|
2020
Q2 | $3.98M | Sell |
20,603
-600
| -3% | -$116K | 2.2% | 9 |
|
|
2020
Q1 | $3.42M | Sell |
21,203
-600
| -3% | -$96.7K | 2.35% | 8 |
|
|
2019
Q4 | $4.1M | Sell |
21,803
-350
| -2% | -$65.8K | 2.22% | 8 |
|
|
2019
Q3 | $3.81M | Buy |
22,153
+150
| +0.7% | +$25.8K | 2.18% | 10 |
|
|
2019
Q2 | $3.82M | Buy |
22,003
+1,121
| +5% | +$195K | 2.25% | 10 |
|
|
2019
Q1 | $3.26M | Sell |
20,882
-298
| -1% | -$46.6K | 2.03% | 15 |
|
|
2018
Q4 | $2.79M | Buy |
21,180
+2,650
| +14% | +$350K | 2.03% | 16 |
|
|
2018
Q3 | $2.78M | Sell |
18,530
-50
| -0.3% | -$7.51K | 1.91% | 16 |
|
|
2018
Q2 | $2.46M | Hold |
18,580
| – | – | 1.84% | 16 |
|
|
2018
Q1 | $2.17M | Sell |
18,580
-150
| -0.8% | -$17.6K | 1.73% | 18 |
|
|
2017
Q4 | $2.14M | Sell |
18,730
-100
| -0.5% | -$11.4K | 1.63% | 19 |
|
|
2017
Q3 | $1.98M | Sell |
18,830
-200
| -1% | -$21.1K | 1.62% | 18 |
|
|
2017
Q2 | $1.79M | Hold |
19,030
| – | – | 1.51% | 20 |
|
|
2017
Q1 | $1.69M | Sell |
19,030
-850
| -4% | -$75.5K | 1.46% | 20 |
|
|
2016
Q4 | $1.56M | Hold |
19,880
| – | – | 1.28% | 22 |
|
|
2016
Q3 | $1.64M | Hold |
19,880
| – | – | 1.37% | 21 |
|
|
2016
Q2 | $1.47M | Sell |
19,880
-1,100
| -5% | -$81.6K | 1.29% | 21 |
|
|
2016
Q1 | $1.61M | Buy |
20,980
+2,200
| +12% | +$168K | 1.45% | 18 |
|
|
2015
Q4 | $1.46M | Buy |
+18,780
| New | +$1.46M | 1.34% | 19 |
|