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