TFC Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $530K | Buy |
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|
2024
Q4 | $459K | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $142K | Buy |
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|
2023
Q3 | $125K | Buy |
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|
2023
Q2 | $118K | Buy |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $97.3K | Sell |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $55K | Hold |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $57K | Sell |
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|
2020
Q4 | $71K | Hold |
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|
2020
Q3 | $65K | Buy |
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