Sittner & Nelson’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
1,262
| – | – | 0.18% | 88 |
|
|
2025
Q1 | $442K | Hold |
1,262
| – | – | 0.19% | 85 |
|
|
2024
Q4 | $399K | Buy |
1,262
+12
| +1% | +$3.79K | 0.17% | 84 |
|
|
2024
Q3 | $344K | Hold |
1,250
| – | – | 0.15% | 91 |
|
|
2024
Q2 | $328K | Hold |
1,250
| – | – | 0.16% | 82 |
|
|
2024
Q1 | $349K | Hold |
1,250
| – | – | 0.18% | 85 |
|
|
2023
Q4 | $325K | Hold |
1,250
| – | – | 0.17% | 84 |
|
|
2023
Q3 | $288K | Sell |
1,250
-20
| -2% | -$4.6K | 0.17% | 86 |
|
|
2023
Q2 | $302K | Buy |
1,270
+7
| +0.6% | +$1.66K | 0.17% | 87 |
|
|
2023
Q1 | $285K | Buy |
1,263
+68
| +6% | +$15.3K | 0.16% | 94 |
|
|
2022
Q4 | $248K | Hold |
1,195
| – | – | 0.15% | 105 |
|
|
2022
Q3 | $212K | Buy |
1,195
+20
| +2% | +$3.55K | 0.14% | 104 |
|
|
2022
Q2 | $231K | Hold |
1,175
| – | – | 0.15% | 99 |
|
|
2022
Q1 | $261K | Hold |
1,175
| – | – | 0.15% | 92 |
|
|
2021
Q4 | $255K | Buy |
1,175
+100
| +9% | +$21.7K | 0.15% | 92 |
|
|
2021
Q3 | $239K | Hold |
1,075
| – | – | 0.15% | 86 |
|
|
2021
Q2 | $251K | Hold |
1,075
| – | – | 0.18% | 79 |
|
|
2021
Q1 | $228K | Hold |
1,075
| – | – | 0.17% | 81 |
|
|
2020
Q4 | $235K | Buy |
+1,075
| New | +$235K | 0.21% | 76 |
|