SIS
Strategic Investment Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Sell |
153
-69
| -31% | -$24.5K | 0.02% | 203 |
|
|
2025
Q1 | $77.7K | Sell |
222
-1,003
| -82% | -$351K | 0.02% | 162 |
|
|
2024
Q4 | $335K | Sell |
1,225
-4
| -0.3% | -$1.1K | 0.11% | 83 |
|
|
2024
Q3 | $338K | Buy |
1,229
+3
| +0.2% | +$825 | 0.1% | 81 |
|
|
2024
Q2 | $322K | Buy |
+1,226
| New | +$322K | 0.1% | 78 |
|
|
2023
Q4 | $317K | Sell |
1,219
-17,308
| -93% | -$4.51M | 0.06% | 146 |
|
|
2023
Q3 | $4.45M | Buy |
18,527
+18,240
| +6,355% | +$4.38M | 0.05% | 153 |
|
|
2023
Q2 | $65K | Sell |
287
-926
| -76% | -$210K | 0.01% | 266 |
|
|
2023
Q1 | $273K | Buy |
1,213
+3
| +0.2% | +$676 | 0.05% | 147 |
|
|
2022
Q4 | $278K | Buy |
+1,210
| New | +$278K | 0.14% | 74 |
|