XF
XML Financial’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.1M | Sell |
5,915
-169
| -3% | -$60K | 0.18% | 112 |
|
2025
Q1 | $2.13M | Sell |
6,084
-256
| -4% | -$89.7K | 0.2% | 110 |
|
2024
Q4 | $2M | Buy |
6,340
+306
| +5% | +$96.7K | 0.18% | 115 |
|
2024
Q3 | $1.66M | Sell |
6,034
-84
| -1% | -$23.1K | 0.15% | 132 |
|
2024
Q2 | $1.61M | Sell |
6,118
-743
| -11% | -$195K | 0.16% | 129 |
|
2024
Q1 | $1.91M | Sell |
6,861
-252
| -4% | -$70.3K | 0.2% | 119 |
|
2023
Q4 | $1.85M | Sell |
7,113
-609
| -8% | -$159K | 0.2% | 118 |
|
2023
Q3 | $1.78M | Sell |
7,722
-191
| -2% | -$43.9K | 0.21% | 108 |
|
2023
Q2 | $1.88M | Buy |
7,913
+380
| +5% | +$90.2K | 0.22% | 108 |
|
2023
Q1 | $1.7M | Sell |
7,533
-97
| -1% | -$21.9K | 0.21% | 113 |
|
2022
Q4 | $1.59M | Buy |
7,630
+102
| +1% | +$21.2K | 0.2% | 118 |
|
2022
Q3 | $1.34M | Buy |
7,528
+2,598
| +53% | +$461K | 0.19% | 114 |
|
2022
Q2 | $971K | Sell |
4,930
-2,286
| -32% | -$450K | 0.22% | 84 |
|
2022
Q1 | $1.6M | Sell |
7,216
-13
| -0.2% | -$2.88K | 0.19% | 115 |
|
2021
Q4 | $1.57M | Sell |
7,229
-328
| -4% | -$71.1K | 0.19% | 119 |
|
2021
Q3 | $1.68M | Buy |
7,557
+2,675
| +55% | +$596K | 0.22% | 109 |
|
2021
Q2 | $1.14M | Sell |
4,882
-153
| -3% | -$35.8K | 0.25% | 79 |
|
2021
Q1 | $1.07M | Buy |
5,035
+1,762
| +54% | +$373K | 0.26% | 81 |
|
2020
Q4 | $716K | Sell |
3,273
-263
| -7% | -$57.5K | 0.19% | 105 |
|
2020
Q3 | $707K | Buy |
3,536
+222
| +7% | +$44.4K | 0.22% | 90 |
|
2020
Q2 | $640K | Sell |
3,314
-84
| -2% | -$16.2K | 0.22% | 87 |
|
2020
Q1 | $547K | Sell |
3,398
-275
| -7% | -$44.3K | 0.24% | 85 |
|
2019
Q4 | $690K | Buy |
+3,673
| New | +$690K | 0.25% | 80 |
|