PSI Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-293
| Closed | -$103K | – | 659 |
|
2025
Q1 | $103K | Sell |
293
-229
| -44% | -$80.1K | 0.03% | 167 |
|
2024
Q4 | $165K | Buy |
522
+100
| +24% | +$31.6K | 0.05% | 141 |
|
2024
Q3 | $116K | Sell |
422
-27
| -6% | -$7.41K | 0.03% | 172 |
|
2024
Q2 | $118K | Buy |
449
+21
| +5% | +$5.51K | 0.04% | 164 |
|
2024
Q1 | $120K | Sell |
428
-141
| -25% | -$39.4K | 0.04% | 165 |
|
2023
Q4 | $148K | Buy |
569
+61
| +12% | +$15.9K | 0.06% | 148 |
|
2023
Q3 | $117K | Buy |
508
+95
| +23% | +$21.8K | 0.05% | 164 |
|
2023
Q2 | $98K | Sell |
413
-3
| -0.7% | -$712 | 0.04% | 171 |
|
2023
Q1 | $93.9K | Sell |
416
-5
| -1% | -$1.13K | 0.05% | 163 |
|
2022
Q4 | $87.5K | Buy |
421
+80
| +23% | +$16.6K | 0.05% | 160 |
|
2022
Q3 | $61K | Buy |
341
+65
| +24% | +$11.6K | 0.03% | 201 |
|
2022
Q2 | $54K | Hold |
276
| – | – | 0.03% | 245 |
|
2022
Q1 | $61K | Sell |
276
-99
| -26% | -$21.9K | 0.03% | 246 |
|
2021
Q4 | $81K | Buy |
375
+77
| +26% | +$16.6K | 0.03% | 224 |
|
2021
Q3 | $66K | Buy |
+298
| New | +$66K | 0.03% | 247 |
|
2020
Q1 | – | Sell |
-604
| Closed | -$113K | – | 566 |
|
2019
Q4 | $113K | Buy |
+604
| New | +$113K | 0.07% | 182 |
|