Summit Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
42,149
+1,669
| +4% | +$593K | 0.34% | 55 |
|
|
2025
Q1 | $14.2M | Sell |
40,480
-659
| -2% | -$231K | 0.4% | 44 |
|
|
2024
Q4 | $13M | Buy |
41,139
+2,942
| +8% | +$930K | 0.46% | 38 |
|
|
2024
Q3 | $10.5M | Buy |
38,197
+5,052
| +15% | +$1.39M | 0.41% | 42 |
|
|
2024
Q2 | $8.7M | Buy |
33,145
+11,306
| +52% | +$2.97M | 0.4% | 41 |
|
|
2024
Q1 | $6.09M | Buy |
21,839
+1,312
| +6% | +$366K | 0.36% | 37 |
|
|
2023
Q4 | $5.34M | Buy |
20,527
+1,269
| +7% | +$330K | 0.35% | 41 |
|
|
2023
Q3 | $4.43M | Buy |
19,258
+566
| +3% | +$130K | 0.33% | 44 |
|
|
2023
Q2 | $4.44M | Buy |
18,692
+9,018
| +93% | +$2.14M | 0.32% | 44 |
|
|
2023
Q1 | $2.18M | Sell |
9,674
-96
| -1% | -$21.6K | 0.19% | 57 |
|
|
2022
Q4 | $2.03M | Sell |
9,770
-2,325
| -19% | -$483K | 0.19% | 59 |
|
|
2022
Q3 | $2.15M | Buy |
12,095
+1,971
| +19% | +$350K | 0.2% | 51 |
|
|
2022
Q2 | $1.99M | Sell |
10,124
-554
| -5% | -$109K | 0.19% | 54 |
|
|
2022
Q1 | $2.37M | Buy |
10,678
+1,510
| +16% | +$335K | 0.18% | 59 |
|
|
2021
Q4 | $1.99M | Buy |
9,168
+1,975
| +27% | +$428K | 0.15% | 63 |
|
|
2021
Q3 | $1.6M | Buy |
7,193
+3,054
| +74% | +$680K | 0.14% | 58 |
|
|
2021
Q2 | $968K | Buy |
+4,139
| New | +$968K | 0.1% | 50 |
|