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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