SevenBridge Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
14,512
+729
| +5% | +$245K | 0.86% | 25 |
|
|
2025
Q1 | $4.9M | Sell |
13,783
-1,164
| -8% | -$414K | 0.97% | 24 |
|
|
2024
Q4 | $5.24M | Buy |
14,947
+914
| +7% | +$321K | 0.99% | 25 |
|
|
2024
Q3 | $4.36M | Buy |
14,033
+256
| +2% | +$79.6K | 0.84% | 33 |
|
|
2024
Q2 | $3.56M | Buy |
13,777
+458
| +3% | +$118K | 0.79% | 39 |
|
|
2024
Q1 | $3.58M | Sell |
13,319
-764
| -5% | -$205K | 0.81% | 36 |
|
|
2023
Q4 | $3.67M | Buy |
14,083
+215
| +2% | +$56K | 0.87% | 36 |
|
|
2023
Q3 | $3.19M | Buy |
13,868
+1,299
| +10% | +$299K | 0.82% | 37 |
|
|
2023
Q2 | $2.98M | Buy |
12,569
+12
| +0.1% | +$2.85K | 0.77% | 39 |
|
|
2023
Q1 | $2.83M | Buy |
12,557
+37
| +0.3% | +$8.34K | 0.78% | 41 |
|
|
2022
Q4 | $2.6M | Buy |
12,520
+461
| +4% | +$95.8K | 0.76% | 43 |
|
|
2022
Q3 | $2.14M | Sell |
12,059
-227
| -2% | -$40.3K | 0.73% | 41 |
|
|
2022
Q2 | $2.42M | Sell |
12,286
-378
| -3% | -$74.4K | 0.98% | 34 |
|
|
2022
Q1 | $2.81M | Sell |
12,664
-1,057
| -8% | -$234K | 0.99% | 30 |
|
|
2021
Q4 | $2.97M | Sell |
13,721
-614
| -4% | -$133K | 0.9% | 33 |
|
|
2021
Q3 | $3.19M | Sell |
14,335
-54
| -0.4% | -$12K | 1.06% | 28 |
|
|
2021
Q2 | $3.36M | Buy |
14,389
+612
| +4% | +$143K | 1.1% | 27 |
|
|
2021
Q1 | $2.92M | Buy |
13,777
+290
| +2% | +$61.4K | 1.06% | 28 |
|
|
2020
Q4 | $2.95M | Buy |
13,487
+742
| +6% | +$162K | 1.15% | 27 |
|
|
2020
Q3 | $2.55M | Buy |
12,745
+462
| +4% | +$92.4K | 1.16% | 26 |
|
|
2020
Q2 | $2.37M | Sell |
12,283
-57
| -0.5% | -$11K | 1.18% | 27 |
|
|
2020
Q1 | $1.99M | Buy |
12,340
+604
| +5% | +$97.3K | 1.15% | 28 |
|
|
2019
Q4 | $2.21M | Sell |
11,736
-11
| -0.1% | -$2.07K | 0.58% | 32 |
|
|
2019
Q3 | $2.02M | Sell |
11,747
-35
| -0.3% | -$6.02K | 1.06% | 35 |
|
|
2019
Q2 | $2.05M | Buy |
11,782
+50
| +0.4% | +$8.68K | 0.73% | 30 |
|
|
2019
Q1 | $1.83M | Buy |
11,732
+96
| +0.8% | +$15K | 0.69% | 31 |
|
|
2018
Q4 | $1.54M | Sell |
11,636
-36
| -0.3% | -$4.75K | 0.94% | 33 |
|
|
2018
Q3 | $1.75M | Hold |
11,672
| – | – | 0.93% | 38 |
|
|
2018
Q2 | $1.55M | Hold |
11,672
| – | – | 0.86% | 39 |
|
|
2018
Q1 | $1.4M | Sell |
11,672
-140
| -1% | -$16.7K | 0.8% | 40 |
|
|
2017
Q4 | $1.35M | Sell |
11,812
-4
| -0% | -$456 | 0.75% | 41 |
|
|
2017
Q3 | $1.24M | Buy |
11,816
+440
| +4% | +$46.3K | 0.71% | 44 |
|
|
2017
Q2 | $1.07M | Buy |
11,376
+269
| +2% | +$25.2K | 0.65% | 46 |
|
|
2017
Q1 | $986K | Buy |
11,107
+5,916
| +114% | +$525K | 0.65% | 50 |
|
|
2016
Q4 | $425K | Hold |
5,191
| – | – | 0.31% | 79 |
|
|
2016
Q3 | $425K | Sell |
5,191
-582
| -10% | -$47.7K | 0.31% | 79 |
|
|
2016
Q2 | $428K | Sell |
5,773
-79,579
| -93% | -$5.9M | 0.3% | 83 |
|
|
2016
Q1 | $1.12M | Buy |
+85,352
| New | +$1.12M | 0.1% | 36 |
|