Valued Retirements’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
708
-20
| -3% | -$7.1K | 0.28% | 73 |
|
|
2025
Q1 | $255K | Buy |
728
+30
| +4% | +$10.5K | 0.34% | 63 |
|
|
2024
Q4 | $221K | Buy |
+698
| New | +$221K | 0.3% | 72 |
|
|
2024
Q2 | – | Sell |
-760
| Closed | -$212K | – | 79 |
|
|
2024
Q1 | $212K | Sell |
760
-15
| -2% | -$4.19K | 0.34% | 65 |
|
|
2023
Q4 | $202K | Buy |
+775
| New | +$202K | 0.35% | 66 |
|