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