Transcendent Capital Group’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $360K | Buy |
1,013
+29
| +3% | +$10.3K | 0.18% | 80 |
|
2025
Q1 | $345K | Hold |
984
| – | – | 0.19% | 69 |
|
2024
Q4 | $311K | Hold |
984
| – | – | 0.16% | 83 |
|
2024
Q3 | $271K | Sell |
984
-1,191
| -55% | -$327K | 0.14% | 93 |
|
2024
Q2 | $571K | Sell |
2,175
-522
| -19% | -$137K | 0.33% | 62 |
|
2024
Q1 | $753K | Buy |
2,697
+132
| +5% | +$36.8K | 0.44% | 55 |
|
2023
Q4 | $668K | Buy |
+2,565
| New | +$668K | 0.45% | 48 |
|