Planning Center Inc’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $611K | Hold |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $483K | Buy |
|
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $331K | Buy |
|