Union Savings Bank’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
864
-9
| -1% | -$3.11K | 0.14% | 107 |
|
|
2025
Q1 | $306K | Hold |
873
| – | – | 0.15% | 105 |
|
|
2024
Q4 | $276K | Hold |
873
| – | – | 0.14% | 107 |
|
|
2024
Q3 | $240K | Buy |
873
+9
| +1% | +$2.47K | 0.12% | 117 |
|
|
2024
Q2 | $227K | Buy |
864
+76
| +10% | +$19.9K | 0.12% | 118 |
|
|
2024
Q1 | $220K | Hold |
788
| – | – | 0.12% | 119 |
|
|
2023
Q4 | $205K | Buy |
788
+125
| +19% | +$32.5K | 0.12% | 124 |
|
|
2023
Q3 | $152K | Buy |
663
+100
| +18% | +$23K | 0.1% | 138 |
|
|
2023
Q2 | $134K | Buy |
+563
| New | +$134K | 0.08% | 145 |
|