Symphony 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
$3.97M Buy
11,168
+595
+6% +$211K 2.37% 14
2025
Q1
$3.71M Sell
10,573
-269
-2% -$94.3K 2.42% 12
2024
Q4
$3.43M Sell
10,842
-247
-2% -$78.1K 2.75% 11
2024
Q3
$3.05M Buy
11,089
+63
+0.6% +$17.3K 2.59% 12
2024
Q2
$2.94M Buy
+11,026
New +$2.94M 2.52% 11