Sharp Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Buy |
3,162
+551
| +21% | +$196K | 0.72% | 17 |
|
2025
Q1 | $915K | Buy |
2,611
+91
| +4% | +$31.9K | 0.7% | 21 |
|
2024
Q4 | $796K | Sell |
2,520
-28
| -1% | -$8.85K | 0.6% | 29 |
|
2024
Q3 | $700K | Sell |
2,548
-351
| -12% | -$96.5K | 0.54% | 31 |
|
2024
Q2 | $761K | Buy |
2,899
+138
| +5% | +$36.2K | 0.65% | 29 |
|
2024
Q1 | $771K | Sell |
2,761
-655
| -19% | -$183K | 0.72% | 26 |
|
2023
Q4 | $889K | Buy |
+3,416
| New | +$889K | 0.96% | 22 |
|