Values Added Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,919
+461
| +19% | +$164K | 0.5% | 41 |
|
|
2025
Q1 | $861K | Buy |
2,458
+116
| +5% | +$40.7K | 0.48% | 41 |
|
|
2024
Q4 | $740K | Sell |
2,342
-88
| -4% | -$27.8K | 0.43% | 45 |
|
|
2024
Q3 | $668K | Buy |
2,430
+11
| +0.5% | +$3.02K | 0.42% | 40 |
|
|
2024
Q2 | $635K | Buy |
2,419
+67
| +3% | +$17.6K | 0.46% | 40 |
|
|
2024
Q1 | $656K | Buy |
2,352
+119
| +5% | +$33.2K | 0.51% | 37 |
|
|
2023
Q4 | $581K | Sell |
2,233
-229
| -9% | -$59.6K | 0.48% | 36 |
|
|
2023
Q3 | $566K | Buy |
2,462
+261
| +12% | +$60K | 0.52% | 40 |
|
|
2023
Q2 | $523K | Buy |
+2,201
| New | +$523K | 0.49% | 42 |
|