Sequent Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,121
-51
| -2% | -$18.1K | 0.35% | 45 |
|
|
2025
Q1 | $1.11M | Sell |
3,172
-102
| -3% | -$35.7K | 0.4% | 42 |
|
|
2024
Q4 | $1.03M | Sell |
3,274
-84
| -3% | -$26.5K | 0.38% | 44 |
|
|
2024
Q3 | $923K | Buy |
3,358
+201
| +6% | +$55.3K | 0.32% | 53 |
|
|
2024
Q2 | $831K | Sell |
3,157
-200
| -6% | -$52.6K | 0.28% | 61 |
|
|
2024
Q1 | $937K | Buy |
+3,357
| New | +$937K | 0.34% | 53 |
|