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 |
|