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TFC Financial Management’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
1,510
-3
-0.2% -$1.07K 0.07% 74
2025
Q1
$530K Buy
1,513
+60
+4% +$21K 0.08% 69
2024
Q4
$459K Sell
1,453
-163
-10% -$51.5K 0.07% 73
2024
Q3
$444K Buy
1,616
+402
+33% +$111K 0.07% 74
2024
Q2
$319K Sell
1,214
-5
-0.4% -$1.31K 0.06% 82
2024
Q1
$340K Buy
1,219
+673
+123% +$188K 0.06% 78
2023
Q4
$142K Buy
546
+1
+0.2% +$260 0.03% 145
2023
Q3
$125K Buy
545
+47
+9% +$10.8K 0.03% 150
2023
Q2
$118K Buy
498
+8
+2% +$1.9K 0.03% 152
2023
Q1
$111K Buy
490
+22
+5% +$4.96K 0.03% 158
2022
Q4
$97.3K Sell
468
-138
-23% -$28.7K 0.03% 160
2022
Q3
$108K Buy
606
+350
+137% +$62.4K 0.03% 139
2022
Q2
$50K Hold
256
0.01% 206
2022
Q1
$57K Hold
256
0.02% 200
2021
Q4
$55K Hold
256
0.02% 212
2021
Q3
$57K Sell
256
-15
-6% -$3.34K 0.02% 204
2021
Q2
$63K Hold
271
0.02% 187
2021
Q1
$57K Sell
271
-55
-17% -$11.6K 0.02% 186
2020
Q4
$71K Hold
326
0.03% 170
2020
Q3
$65K Buy
+326
New +$65K 0.03% 155