Sound Income Strategies’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
2,648
-1,431
| -35% | -$508K | 0.05% | 152 |
|
|
2025
Q1 | $1.43M | Buy |
4,079
+224
| +6% | +$78.5K | 0.08% | 132 |
|
|
2024
Q4 | $1.22M | Sell |
3,855
-190
| -5% | -$60K | 0.08% | 132 |
|
|
2024
Q3 | $1.11M | Sell |
4,045
-227
| -5% | -$62.4K | 0.07% | 131 |
|
|
2024
Q2 | $1.12M | Buy |
4,272
+547
| +15% | +$144K | 0.07% | 126 |
|
|
2024
Q1 | $1.04M | Buy |
3,725
+1,965
| +112% | +$548K | 0.08% | 125 |
|
|
2023
Q4 | $458K | Buy |
1,760
+117
| +7% | +$30.5K | 0.04% | 139 |
|
|
2023
Q3 | $378K | Sell |
1,643
-432
| -21% | -$99.4K | 0.03% | 125 |
|
|
2023
Q2 | $493K | Buy |
2,075
+426
| +26% | +$101K | 0.05% | 114 |
|
|
2023
Q1 | $372K | Buy |
1,649
+672
| +69% | +$152K | 0.04% | 118 |
|
|
2022
Q4 | $203K | Buy |
977
+40
| +4% | +$8.31K | 0.03% | 139 |
|
|
2022
Q3 | $166K | Sell |
937
-71
| -7% | -$12.6K | 0.02% | 143 |
|
|
2022
Q2 | $198K | Hold |
1,008
| – | – | 0.03% | 137 |
|
|
2022
Q1 | $224K | Buy |
1,008
+66
| +7% | +$14.7K | 0.03% | 135 |
|
|
2021
Q4 | $204K | Hold |
942
| – | – | 0.02% | 145 |
|
|
2021
Q3 | $210K | Buy |
942
+392
| +71% | +$87.4K | 0.03% | 141 |
|
|
2021
Q2 | $128K | Sell |
550
-34
| -6% | -$7.91K | 0.02% | 160 |
|
|
2021
Q1 | $124K | Buy |
584
+22
| +4% | +$4.66K | 0.02% | 152 |
|
|
2020
Q4 | $123K | Buy |
562
+138
| +33% | +$30.2K | 0.03% | 136 |
|
|
2020
Q3 | $85K | Buy |
424
+46
| +12% | +$9.22K | 0.02% | 140 |
|
|
2020
Q2 | $73K | Sell |
378
-13
| -3% | -$2.51K | 0.02% | 121 |
|
|
2020
Q1 | $63K | Sell |
391
-162
| -29% | -$26.1K | 0.02% | 110 |
|
|
2019
Q4 | $104K | Sell |
553
-129
| -19% | -$24.3K | 0.03% | 79 |
|
|
2019
Q3 | $117K | Buy |
682
+351
| +106% | +$60.2K | 0.04% | 73 |
|
|
2019
Q2 | $57K | Buy |
331
+194
| +142% | +$33.4K | 0.02% | 111 |
|
|
2019
Q1 | $21K | Hold |
137
| – | – | 0.01% | 227 |
|
|
2018
Q4 | $18K | Hold |
137
| – | – | 0.01% | 251 |
|
|
2018
Q3 | $21K | Buy |
137
+75
| +121% | +$11.5K | 0.01% | 240 |
|
|
2018
Q2 | $8K | Hold |
62
| – | – | ﹤0.01% | 361 |
|
|
2018
Q1 | $7K | Sell |
62
-32
| -34% | -$3.61K | ﹤0.01% | 345 |
|
|
2017
Q4 | $11K | Buy |
+94
| New | +$11K | 0.01% | 212 |
|