1620 Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
503
+227
| +82% | +$80.8K | 0.13% | 157 |
|
|
2025
Q1 | $96.7K | Sell |
276
-12
| -4% | -$4.21K | 0.07% | 220 |
|
|
2024
Q4 | $91K | Sell |
288
-10
| -3% | -$3.16K | 0.07% | 234 |
|
|
2024
Q3 | $81.9K | Buy |
298
+17
| +6% | +$4.67K | 0.06% | 249 |
|
|
2024
Q2 | $73.8K | Buy |
+281
| New | +$73.8K | 0.06% | 255 |
|