Private Client 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 | $775K | Buy |
2,182
+364
| +20% | +$129K | 0.3% | 78 |
|
|
2025
Q1 | $637K | Buy |
1,818
+62
| +4% | +$21.7K | 0.32% | 74 |
|
|
2024
Q4 | $555K | Sell |
1,756
-33
| -2% | -$10.4K | 0.3% | 75 |
|
|
2024
Q3 | $492K | Sell |
1,789
-25
| -1% | -$6.88K | 0.26% | 79 |
|
|
2024
Q2 | $476K | Buy |
1,814
+145
| +9% | +$38.1K | 0.3% | 74 |
|
|
2024
Q1 | $466K | Sell |
1,669
-27
| -2% | -$7.54K | 0.31% | 72 |
|
|
2023
Q4 | $442K | Buy |
+1,696
| New | +$442K | 0.36% | 83 |
|