Stiles 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 | $3.35M | Sell |
9,440
-806
| -8% | -$286K | 1.16% | 21 |
|
|
2025
Q1 | $3.59M | Sell |
10,246
-1,393
| -12% | -$488K | 1.38% | 16 |
|
|
2024
Q4 | $3.68M | Sell |
11,639
-1,958
| -14% | -$619K | 1.33% | 13 |
|
|
2024
Q3 | $3.74M | Sell |
13,597
-239
| -2% | -$65.7K | 1.32% | 15 |
|
|
2024
Q2 | $3.63M | Sell |
13,836
-163
| -1% | -$42.8K | 1.4% | 14 |
|
|
2024
Q1 | $3.91M | Sell |
13,999
-43
| -0.3% | -$12K | 1.57% | 12 |
|
|
2023
Q4 | $3.66M | Sell |
14,042
-16
| -0.1% | -$4.17K | 1.66% | 11 |
|
|
2023
Q3 | $3.23M | Sell |
14,058
-88
| -0.6% | -$20.2K | 1.68% | 10 |
|
|
2023
Q2 | $3.36M | Sell |
14,146
-310
| -2% | -$73.6K | 1.67% | 9 |
|
|
2023
Q1 | $3.26M | Sell |
14,456
-146
| -1% | -$32.9K | 1.75% | 10 |
|
|
2022
Q4 | $3.03M | Sell |
14,602
-37
| -0.3% | -$7.69K | 1.73% | 13 |
|
|
2022
Q3 | $2.6M | Buy |
14,639
+758
| +5% | +$135K | 1.58% | 15 |
|
|
2022
Q2 | $2.73M | Buy |
13,881
+50
| +0.4% | +$9.84K | 1.64% | 13 |
|
|
2022
Q1 | $3.07M | Buy |
13,831
+425
| +3% | +$94.4K | 1.54% | 15 |
|
|
2021
Q4 | $2.93M | Buy |
+13,406
| New | +$2.93M | 1.41% | 16 |
|