Syverson Strege & Co’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
+1,211
| New | +$430K | 0.1% | 81 |
|
|
2023
Q2 | – | Sell |
-177
| Closed | -$39.8K | – | 593 |
|
|
2023
Q1 | $39.8K | Buy |
177
+1
| +0.6% | +$225 | 0.02% | 137 |
|
|
2022
Q4 | $36.6K | Hold |
176
| – | – | 0.02% | 144 |
|
|
2022
Q3 | $31K | Sell |
176
-75
| -30% | -$13.2K | 0.02% | 141 |
|
|
2022
Q2 | $49K | Buy |
251
+76
| +43% | +$14.8K | 0.02% | 126 |
|
|
2022
Q1 | $39K | Hold |
175
| – | – | 0.04% | 138 |
|
|
2021
Q4 | $38K | Hold |
175
| – | – | 0.03% | 150 |
|
|
2021
Q3 | $39K | Buy |
175
+1
| +0.6% | +$223 | 0.03% | 154 |
|
|
2021
Q2 | $41K | Hold |
174
| – | – | 0.04% | 143 |
|
|
2021
Q1 | $37K | Hold |
174
| – | – | 0.04% | 137 |
|
|
2020
Q4 | $38K | Buy |
+174
| New | +$38K | 0.04% | 127 |
|