Stephens Consulting’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $67.1K | Buy |
189
+52
| +38% | +$18.5K | 0.02% | 168 |
|
2025
Q1 | $48K | Sell |
137
-277
| -67% | -$97.1K | 0.01% | 191 |
|
2024
Q4 | $131K | Sell |
414
-3
| -0.7% | -$947 | 0.03% | 120 |
|
2024
Q3 | $115K | Sell |
417
-37
| -8% | -$10.2K | 0.03% | 126 |
|
2024
Q2 | $119K | Buy |
454
+212
| +88% | +$55.6K | 0.03% | 118 |
|
2024
Q1 | $67.4K | Hold |
242
| – | – | 0.02% | 153 |
|
2023
Q4 | $62.9K | Hold |
242
| – | – | 0.02% | 156 |
|
2023
Q3 | $55.6K | Hold |
242
| – | – | 0.02% | 157 |
|
2023
Q2 | $57.4K | Hold |
242
| – | – | 0.02% | 149 |
|
2023
Q1 | $54.5K | Hold |
242
| – | – | 0.03% | 162 |
|
2022
Q4 | $50.2K | Sell |
242
-178
| -42% | -$36.9K | 0.03% | 168 |
|
2022
Q3 | $74.5K | Hold |
420
| – | – | 0.07% | 129 |
|
2022
Q2 | $82.6K | Sell |
420
-500
| -54% | -$98.3K | 0.07% | 119 |
|
2022
Q1 | $204K | Sell |
920
-451
| -33% | -$100K | 0.17% | 77 |
|
2021
Q4 | $297K | Buy |
+1,371
| New | +$297K | 0.25% | 67 |
|