Adero Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.47M | Buy |
4,188
+159
| +4% | +$55.7K | 0.1% | 69 |
|
|
2024
Q4 | $1.27M | Buy |
4,029
+304
| +8% | +$96.1K | 0.08% | 76 |
|
|
2024
Q3 | $1.02M | Buy |
3,725
+236
| +7% | +$64.9K | 0.07% | 79 |
|
|
2024
Q2 | $916K | Buy |
3,489
+141
| +4% | +$37K | 0.07% | 81 |
|
|
2024
Q1 | $934K | Sell |
3,348
-125
| -4% | -$34.9K | 0.07% | 83 |
|
|
2023
Q4 | $904K | Buy |
3,473
+1
| +0% | +$260 | 0.08% | 80 |
|
|
2023
Q3 | $799K | Buy |
3,472
+1,340
| +63% | +$308K | 0.08% | 80 |
|
|
2023
Q2 | $506K | Sell |
2,132
-534
| -20% | -$127K | 0.05% | 98 |
|
|
2023
Q1 | $601K | Buy |
2,666
+491
| +23% | +$111K | 0.07% | 92 |
|
|
2022
Q4 | $452K | Sell |
2,175
-226
| -9% | -$46.9K | 0.05% | 104 |
|
|
2022
Q3 | $458K | Buy |
2,401
+355
| +17% | +$67.7K | 0.06% | 96 |
|
|
2022
Q2 | $418K | Buy |
2,046
+164
| +9% | +$33.5K | 0.06% | 96 |
|
|
2022
Q1 | $417K | Sell |
1,882
-206
| -10% | -$45.6K | 0.06% | 101 |
|
|
2021
Q4 | $452K | Buy |
2,088
+119
| +6% | +$25.8K | 0.07% | 105 |
|
|
2021
Q3 | $439K | Buy |
1,969
+17
| +0.9% | +$3.79K | 0.08% | 97 |
|
|
2021
Q2 | $456K | Buy |
1,952
+165
| +9% | +$38.5K | 0.11% | 84 |
|
|
2021
Q1 | $378K | Buy |
1,787
+115
| +7% | +$24.3K | 0.17% | 81 |
|
|
2020
Q4 | $366K | Sell |
1,672
-17
| -1% | -$3.72K | 0.31% | 51 |
|
|
2020
Q3 | $338K | Buy |
1,689
+527
| +45% | +$105K | 0.27% | 63 |
|
|
2020
Q2 | $224K | Buy |
+1,162
| New | +$224K | 0.23% | 65 |
|