Vest 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 | $53M | Buy |
149,331
+7,404
| +5% | +$2.63M | 0.75% | 59 |
|
2025
Q1 | $49.7M | Buy |
141,927
+28,870
| +26% | +$10.1M | 0.77% | 60 |
|
2024
Q4 | $35.7M | Buy |
113,057
+10,387
| +10% | +$3.28M | 0.63% | 73 |
|
2024
Q3 | $28.2M | Buy |
102,670
+20,307
| +25% | +$5.58M | 0.54% | 93 |
|
2024
Q2 | $21.6M | Buy |
82,363
+17,617
| +27% | +$4.62M | 0.52% | 109 |
|
2024
Q1 | $18.1M | Buy |
64,746
+15,115
| +30% | +$4.22M | 0.48% | 109 |
|
2023
Q4 | $12.9M | Buy |
49,631
+11,370
| +30% | +$2.96M | 0.48% | 97 |
|
2023
Q3 | $8.8M | Buy |
38,261
+15,445
| +68% | +$3.55M | 0.48% | 99 |
|
2023
Q2 | $5.42M | Buy |
22,816
+16,605
| +267% | +$3.95M | 0.5% | 77 |
|
2023
Q1 | $1.4M | Buy |
6,211
+4,377
| +239% | +$987K | 0.19% | 97 |
|
2022
Q4 | $381K | Buy |
+1,834
| New | +$381K | 0.06% | 92 |
|