Safeguard Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $551K | Sell |
1,573
-88
| -5% | -$30.8K | 0.12% | 61 |
|
|
2024
Q4 | $525K | Buy |
1,661
+215
| +15% | +$67.9K | 0.11% | 66 |
|
|
2024
Q3 | $397K | Buy |
1,446
+406
| +39% | +$112K | 0.09% | 80 |
|
|
2024
Q2 | $273K | Buy |
+1,040
| New | +$273K | 0.08% | 87 |
|
|
2023
Q3 | – | Sell |
-382
| Closed | -$90K | – | 528 |
|
|
2023
Q2 | $90K | Buy |
+382
| New | +$90K | 0.04% | 104 |
|