PS
Planned Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Hold |
1,567
| – | – | 0.21% | 55 |
|
|
2025
Q1 | $549K | Buy |
1,567
+75
| +5% | +$26.3K | 0.22% | 55 |
|
|
2024
Q4 | $471K | Sell |
1,492
-180
| -11% | -$56.9K | 0.19% | 58 |
|
|
2024
Q3 | $460K | Buy |
1,672
+32
| +2% | +$8.8K | 0.18% | 57 |
|
|
2024
Q2 | $430K | Hold |
1,640
| – | – | 0.21% | 54 |
|
|
2024
Q1 | $458K | Hold |
1,640
| – | – | 0.22% | 48 |
|
|
2023
Q4 | $427K | Buy |
1,640
+26
| +2% | +$6.77K | 0.2% | 48 |
|
|
2023
Q3 | $371K | Buy |
+1,614
| New | +$371K | 0.22% | 49 |
|