Sara-Bay Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $271K | Buy |
896
+35
| +4% | +$11.3K | 0.08% | 70 |
|
|
2025
Q4 | $304K | Sell |
861
-42
| -5% | -$14.3K | 0.09% | 68 |
|
|
2025
Q3 | $308K | Sell |
903
-70
| -7% | -$24.2K | 0.09% | 66 |
|
|
2025
Q2 | $345K | Sell |
973
-30
| -3% | -$10.5K | 0.12% | 61 |
|
|
2025
Q1 | $344K | Hold |
1,003
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $316K | Sell |
1,003
-21
| -2% | -$6.32K | 0.12% | 70 |
|
|
2024
Q3 | $282K | Hold |
1,024
| – | – | 0.1% | 75 |
|
|
2024
Q2 | $269K | Sell |
1,024
-18
| -2% | -$4.93K | 0.11% | 75 |
|
|
2024
Q1 | $290K | Hold |
1,042
| – | – | 0.13% | 74 |
|
|
2023
Q4 | $271K | Sell |
1,042
-16
| -2% | -$3.94K | 0.13% | 73 |
|
|
2023
Q3 | $243K | Hold |
1,058
| – | – | 0.12% | 67 |
|
|
2023
Q2 | $251K | Hold |
1,058
| – | – | 0.12% | 67 |
|
|
2023
Q1 | $239K | Hold |
1,058
| – | – | 0.12% | 69 |
|
|
2022
Q4 | $220K | Buy |
+1,058
| New | +$213K | 0.12% | 73 |
|
|
2022
Q3 | – | Sell |
-1,088
| Closed | -$215K | – | 85 |
|
|
2022
Q2 | $215K | Hold |
1,088
| – | – | 0.1% | 75 |
|
|
2022
Q1 | $241K | Sell |
1,088
-336
| -24% | -$72.7K | 0.1% | 72 |
|
|
2021
Q4 | $309K | Sell |
1,424
-72
| -5% | -$15.5K | 0.09% | 66 |
|
|
2021
Q3 | $333K | Hold |
1,496
| – | – | 0.13% | 58 |
|
|
2021
Q2 | $350K | Sell |
1,496
-6
| -0.4% | -$1.37K | 0.13% | 60 |
|
|
2021
Q1 | $318K | Sell |
1,502
-186
| -11% | -$39.2K | 0.13% | 59 |
|
|
2020
Q4 | $369K | Hold |
1,688
| – | – | 0.17% | 57 |
|
|
2020
Q3 | $338K | Hold |
1,688
| – | – | 0.18% | 57 |
|
|
2020
Q2 | $328K | Buy |
+1,688
| New | +$308K | 0.19% | 54 |
|
Other funds holding V
VCM
VPM
