Accredited Investors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.44M | Buy |
6,871
+835
| +14% | +$296K | 0.14% | 59 |
|
2025
Q1 | $2.12M | Buy |
6,036
+19
| +0.3% | +$6.66K | 0.13% | 59 |
|
2024
Q4 | $1.9M | Sell |
6,017
-380
| -6% | -$120K | 0.11% | 65 |
|
2024
Q3 | $1.76M | Buy |
6,397
+534
| +9% | +$147K | 0.1% | 71 |
|
2024
Q2 | $1.54M | Sell |
5,863
-139
| -2% | -$36.5K | 0.1% | 68 |
|
2024
Q1 | $1.68M | Buy |
6,002
+104
| +2% | +$29K | 0.11% | 69 |
|
2023
Q4 | $1.54M | Buy |
5,898
+15
| +0.3% | +$3.91K | 0.11% | 68 |
|
2023
Q3 | $1.35M | Sell |
5,883
-167
| -3% | -$38.4K | 0.1% | 68 |
|
2023
Q2 | $1.44M | Buy |
6,050
+4,597
| +316% | +$1.09M | 0.1% | 65 |
|
2023
Q1 | $328K | Sell |
1,453
-16
| -1% | -$3.61K | 0.02% | 138 |
|
2022
Q4 | $305K | Sell |
1,469
-164
| -10% | -$34.1K | 0.03% | 140 |
|
2022
Q3 | $290K | Buy |
1,633
+63
| +4% | +$11.2K | 0.03% | 137 |
|
2022
Q2 | $309K | Sell |
1,570
-140
| -8% | -$27.6K | 0.04% | 137 |
|
2022
Q1 | $379K | Sell |
1,710
-58
| -3% | -$12.9K | 0.03% | 132 |
|
2021
Q4 | $383K | Buy |
1,768
+206
| +13% | +$44.6K | 0.03% | 130 |
|
2021
Q3 | $348K | Buy |
1,562
+34
| +2% | +$7.58K | 0.04% | 126 |
|
2021
Q2 | $357K | Sell |
1,528
-14
| -0.9% | -$3.27K | 0.04% | 120 |
|
2021
Q1 | $326K | Buy |
1,542
+5
| +0.3% | +$1.06K | 0.04% | 120 |
|
2020
Q4 | $336K | Sell |
1,537
-96
| -6% | -$21K | 0.06% | 114 |
|
2020
Q3 | $327K | Buy |
1,633
+151
| +10% | +$30.2K | 0.07% | 101 |
|
2020
Q2 | $286K | Sell |
1,482
-60
| -4% | -$11.6K | 0.06% | 110 |
|
2020
Q1 | $248K | Sell |
1,542
-43
| -3% | -$6.92K | 0.06% | 112 |
|
2019
Q4 | $298K | Buy |
+1,585
| New | +$298K | 0.05% | 111 |
|