Retirement Planning Group (Kansas)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
4,497
+1,198
| +36% | +$425K | 0.07% | 102 |
|
|
2025
Q1 | $1.16M | Buy |
3,299
+555
| +20% | +$195K | 0.05% | 115 |
|
|
2024
Q4 | $867K | Buy |
2,744
+559
| +26% | +$177K | 0.04% | 136 |
|
|
2024
Q3 | $601K | Sell |
2,185
-22
| -1% | -$6.05K | 0.03% | 167 |
|
|
2024
Q2 | $579K | Buy |
2,207
+1,408
| +176% | +$370K | 0.04% | 153 |
|
|
2024
Q1 | $223K | Buy |
+799
| New | +$223K | 0.02% | 206 |
|