Professional Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8.72M | Sell |
39,149
-2,028
| -5% | -$452K | 4.16% | 5 |
|
|
2021
Q2 | $9.63M | Sell |
41,177
-1,238
| -3% | -$289K | 4.42% | 5 |
|
|
2021
Q1 | $8.98M | Sell |
42,415
-4,944
| -10% | -$1.05M | 4.39% | 6 |
|
|
2020
Q4 | $10.4M | Sell |
47,359
-258
| -0.5% | -$56.4K | 4.19% | 5 |
|
|
2020
Q3 | $9.52M | Sell |
47,617
-1,595
| -3% | -$319K | 7.26% | 5 |
|
|
2020
Q2 | $9.51M | Sell |
49,212
-1,543
| -3% | -$298K | 5.07% | 4 |
|
|
2020
Q1 | $8.18M | Sell |
50,755
-2,279
| -4% | -$367K | 9.53% | 3 |
|
|
2019
Q4 | $9.97M | Sell |
53,034
-507
| -0.9% | -$95.3K | 8.63% | 3 |
|
|
2019
Q3 | $9.21M | Sell |
53,541
-335
| -0.6% | -$57.6K | 9.79% | 3 |
|
|
2019
Q2 | $9.35M | Buy |
53,876
+381
| +0.7% | +$66.1K | 11.03% | 1 |
|
|
2019
Q1 | $8.36M | Buy |
53,495
+928
| +2% | +$145K | 10.21% | 2 |
|
|
2018
Q4 | $6.94M | Buy |
52,567
+242
| +0.5% | +$31.9K | 9.46% | 1 |
|
|
2018
Q3 | $7.85M | Buy |
52,325
+1,425
| +3% | +$214K | 10.99% | 2 |
|
|
2018
Q2 | $6.74M | Buy |
50,900
+664
| +1% | +$87.9K | 10.64% | 1 |
|
|
2018
Q1 | $6.01M | Buy |
50,236
+989
| +2% | +$118K | 10.23% | 2 |
|
|
2017
Q4 | $5.64M | Buy |
+49,247
| New | +$5.64M | 10.3% | 3 |
|