Ruggaard & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
1,818
-17
| -0.9% | -$6.04K | 0.26% | 51 |
|
|
2025
Q1 | $643K | Hold |
1,835
| – | – | 0.28% | 49 |
|
|
2024
Q4 | $580K | Sell |
1,835
-290
| -14% | -$91.7K | 0.25% | 53 |
|
|
2024
Q3 | $584K | Sell |
2,125
-74
| -3% | -$20.3K | 0.25% | 54 |
|
|
2024
Q2 | $577K | Buy |
2,199
+40
| +2% | +$10.5K | 0.27% | 56 |
|
|
2024
Q1 | $602K | Sell |
2,159
-128
| -6% | -$35.7K | 0.29% | 50 |
|
|
2023
Q4 | $595K | Buy |
2,287
+31
| +1% | +$8.07K | 0.32% | 47 |
|
|
2023
Q3 | $519K | Buy |
2,256
+20
| +0.9% | +$4.6K | 0.31% | 50 |
|
|
2023
Q2 | $531K | Buy |
2,236
+8
| +0.4% | +$1.9K | 0.31% | 53 |
|
|
2023
Q1 | $502K | Buy |
+2,228
| New | +$502K | 0.31% | 54 |
|