Root Financial Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
3,958
+1,012
| +34% | +$359K | 0.14% | 57 |
|
|
2025
Q1 | $1.03M | Buy |
2,946
+198
| +7% | +$69.4K | 0.11% | 66 |
|
|
2024
Q4 | $869K | Buy |
2,748
+1,123
| +69% | +$355K | 0.11% | 73 |
|
|
2024
Q3 | $447K | Buy |
1,625
+259
| +19% | +$71.2K | 0.07% | 99 |
|
|
2024
Q2 | $359K | Buy |
1,366
+358
| +36% | +$94K | 0.08% | 84 |
|
|
2024
Q1 | $281K | Buy |
+1,008
| New | +$281K | 0.08% | 85 |
|