Western Financial Corp’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
1,444
+26
| +2% | +$9.23K | 0.27% | 88 |
|
|
2025
Q1 | $497K | Buy |
1,418
+78
| +6% | +$27.3K | 0.29% | 86 |
|
|
2024
Q4 | $423K | Buy |
1,340
+288
| +27% | +$91K | 0.23% | 96 |
|
|
2024
Q3 | $289K | Buy |
1,052
+10
| +1% | +$2.75K | 0.16% | 106 |
|
|
2024
Q2 | $274K | Hold |
1,042
| – | – | 0.17% | 100 |
|
|
2024
Q1 | $291K | Buy |
1,042
+245
| +31% | +$68.4K | 0.18% | 100 |
|
|
2023
Q4 | $207K | Buy |
+797
| New | +$207K | 0.14% | 108 |
|
|
2021
Q1 | – | Sell |
-4,343
| Closed | -$950K | – | 97 |
|
|
2020
Q4 | $950K | Buy |
+4,343
| New | +$950K | 0.62% | 22 |
|