PCI
Planning Center Inc’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
1,784
+42
| +2% | +$14.9K | 0.07% | 39 |
|
|
2025
Q1 | $611K | Hold |
1,742
| – | – | 0.07% | 38 |
|
|
2024
Q4 | $551K | Sell |
1,742
-13
| -0.7% | -$4.11K | 0.07% | 39 |
|
|
2024
Q3 | $483K | Buy |
1,755
+13
| +0.7% | +$3.57K | 0.06% | 44 |
|
|
2024
Q2 | $457K | Buy |
1,742
+71
| +4% | +$18.6K | 0.06% | 42 |
|
|
2024
Q1 | $466K | Hold |
1,671
| – | – | 0.1% | 36 |
|
|
2023
Q4 | $435K | Buy |
1,671
+35
| +2% | +$9.11K | 0.1% | 35 |
|
|
2023
Q3 | $376K | Hold |
1,636
| – | – | 0.1% | 39 |
|
|
2023
Q2 | $389K | Buy |
1,636
+26
| +2% | +$6.17K | 0.1% | 42 |
|
|
2023
Q1 | $375K | Hold |
1,610
| – | – | 0.1% | 41 |
|
|
2022
Q4 | $334K | Hold |
1,610
| – | – | 0.1% | 45 |
|
|
2022
Q3 | $288K | Sell |
1,610
-113
| -7% | -$20.2K | 0.23% | 32 |
|
|
2022
Q2 | $347K | Buy |
1,723
+318
| +23% | +$64K | 0.27% | 28 |
|
|
2022
Q1 | $312K | Hold |
1,405
| – | – | 0.9% | 31 |
|
|
2021
Q4 | $331K | Buy |
+1,405
| New | +$331K | 0.26% | 32 |
|