Stage Harbor Financial’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
1,090
-503
-32% -$179K 0.31% 36
2025
Q1
$558K Buy
1,593
+55
+4% +$19.3K 0.47% 30
2024
Q4
$486K Sell
1,538
-39
-2% -$12.3K 0.42% 31
2024
Q3
$438K Sell
1,577
-188
-11% -$52.2K 0.4% 29
2024
Q2
$463K Sell
1,765
-1
-0.1% -$262 0.45% 27
2024
Q1
$493K Sell
1,766
-7
-0.4% -$1.95K 0.45% 27
2023
Q4
$462K Buy
+1,773
New +$462K 0.44% 25