Prospera Financial 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 | $31.7M | Buy |
89,364
+21,837
| +32% | +$7.76M | 0.59% | 28 |
|
|
2025
Q1 | $23.7M | Buy |
67,527
+3,778
| +6% | +$1.33M | 0.54% | 34 |
|
|
2024
Q4 | $20.2M | Buy |
63,749
+6,845
| +12% | +$2.17M | 0.47% | 46 |
|
|
2024
Q3 | $15.7M | Buy |
56,904
+6,425
| +13% | +$1.77M | 0.4% | 57 |
|
|
2024
Q2 | $13.3M | Buy |
50,479
+8,164
| +19% | +$2.14M | 0.37% | 57 |
|
|
2024
Q1 | $11.8M | Buy |
42,315
+1,463
| +4% | +$409K | 0.35% | 55 |
|
|
2023
Q4 | $10.6M | Buy |
40,852
+149
| +0.4% | +$38.8K | 0.35% | 55 |
|
|
2023
Q3 | $9.37M | Sell |
40,703
-1,659
| -4% | -$382K | 0.36% | 57 |
|
|
2023
Q2 | $10.1M | Buy |
42,362
+10,218
| +32% | +$2.43M | 0.39% | 54 |
|
|
2023
Q1 | $7.25M | Buy |
32,144
+5,040
| +19% | +$1.14M | 0.3% | 75 |
|
|
2022
Q4 | $5.63M | Sell |
27,104
-5,038
| -16% | -$1.05M | 0.28% | 85 |
|
|
2022
Q3 | $5.72M | Sell |
32,142
-2,805
| -8% | -$499K | 0.3% | 76 |
|
|
2022
Q2 | $6.9M | Sell |
34,947
-4,367
| -11% | -$862K | 0.35% | 46 |
|
|
2022
Q1 | $8.72M | Buy |
39,314
+9,773
| +33% | +$2.17M | 0.37% | 37 |
|
|
2021
Q4 | $6.41M | Buy |
29,541
+3,514
| +14% | +$762K | 0.28% | 79 |
|
|
2021
Q3 | $5.8M | Buy |
26,027
+225
| +0.9% | +$50.1K | 0.29% | 78 |
|
|
2021
Q2 | $6.04M | Buy |
25,802
+2,060
| +9% | +$482K | 0.3% | 74 |
|
|
2021
Q1 | $5.03M | Sell |
23,742
-2,710
| -10% | -$574K | 0.3% | 73 |
|
|
2020
Q4 | $5.79M | Buy |
26,452
+24,048
| +1,000% | +$5.26M | 0.4% | 37 |
|
|
2020
Q3 | $477K | Sell |
2,404
-18,532
| -89% | -$3.68M | 0.18% | 105 |
|
|
2020
Q2 | $3.82M | Buy |
20,936
+3,707
| +22% | +$676K | 0.34% | 63 |
|
|
2020
Q1 | $2.78M | Buy |
17,229
+1,681
| +11% | +$271K | 0.29% | 71 |
|
|
2019
Q4 | $2.92M | Buy |
15,548
+3,293
| +27% | +$619K | 0.23% | 103 |
|
|
2019
Q3 | $2.11M | Buy |
12,255
+74
| +0.6% | +$12.7K | 0.22% | 101 |
|
|
2019
Q2 | $2.13M | Buy |
12,181
+588
| +5% | +$103K | 0.24% | 88 |
|
|
2019
Q1 | $1.83M | Buy |
11,593
+4,753
| +69% | +$749K | 0.6% | 40 |
|
|
2018
Q4 | $906K | Buy |
6,840
+1,723
| +34% | +$228K | 0.18% | 124 |
|
|
2018
Q3 | $694K | Sell |
5,117
-1,318
| -20% | -$179K | 0.13% | 165 |
|
|
2018
Q2 | $854K | Buy |
6,435
+5
| +0.1% | +$664 | 0.12% | 153 |
|
|
2018
Q1 | $770K | Buy |
6,430
+375
| +6% | +$44.9K | 0.11% | 174 |
|
|
2017
Q4 | $697K | Buy |
6,055
+197
| +3% | +$22.7K | 0.11% | 163 |
|
|
2017
Q3 | $617K | Buy |
5,858
+55
| +0.9% | +$5.79K | 0.09% | 203 |
|
|
2017
Q2 | $543K | Sell |
5,803
-1,352
| -19% | -$127K | 0.09% | 205 |
|
|
2017
Q1 | $636K | Buy |
7,155
+837
| +13% | +$74.4K | 0.11% | 159 |
|
|
2016
Q4 | $502K | Sell |
6,318
-1,572
| -20% | -$125K | 0.1% | 182 |
|
|
2016
Q3 | $653K | Buy |
7,890
+1,870
| +31% | +$155K | 0.13% | 141 |
|
|
2016
Q2 | $447K | Buy |
6,020
+924
| +18% | +$68.6K | 0.09% | 185 |
|
|
2016
Q1 | $390K | Buy |
5,096
+1,171
| +30% | +$89.6K | 0.09% | 171 |
|
|
2015
Q4 | $304K | Buy |
3,925
+266
| +7% | +$20.6K | 0.07% | 195 |
|
|
2015
Q3 | $255K | Buy |
3,659
+348
| +11% | +$24.3K | 0.06% | 208 |
|
|
2015
Q2 | $222K | Buy |
+3,311
| New | +$222K | 0.05% | 256 |
|