Strategic Financial Concepts’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $332K | Sell |
934
-2,465
| -73% | -$875K | 0.05% | 189 |
|
2025
Q1 | $1.19M | Buy |
3,399
+1
| +0% | +$350 | 0.22% | 97 |
|
2024
Q4 | $1.07M | Buy |
3,398
+1,795
| +112% | +$567K | 0.21% | 109 |
|
2024
Q3 | $441K | Sell |
1,603
-401,762
| -100% | -$110M | 0.14% | 137 |
|
2024
Q2 | $568K | Buy |
403,365
+399,775
| +11,136% | +$563K | 0.33% | 73 |
|
2024
Q1 | $1M | Buy |
3,590
+1,390
| +63% | +$388K | 0.24% | 96 |
|
2023
Q4 | $573K | Sell |
2,200
-349
| -14% | -$90.9K | 0.34% | 76 |
|
2023
Q3 | $586K | Buy |
2,549
+78
| +3% | +$17.9K | 0.2% | 124 |
|
2023
Q2 | $587K | Sell |
2,471
-6
| -0.2% | -$1.43K | 0.22% | 105 |
|
2023
Q1 | $558K | Buy |
+2,477
| New | +$558K | 0.23% | 99 |
|