Annis Gardner Whiting Capital 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 | $1.81M | Buy |
5,101
+784
| +18% | +$278K | 0.63% | 29 |
|
|
2025
Q1 | $1.51M | Sell |
4,317
-2,345
| -35% | -$822K | 0.64% | 31 |
|
|
2024
Q4 | $2.11M | Buy |
6,662
+92
| +1% | +$29.1K | 0.59% | 26 |
|
|
2024
Q3 | $1.81M | Sell |
6,570
-787
| -11% | -$216K | 0.51% | 30 |
|
|
2024
Q2 | $1.93M | Buy |
7,357
+371
| +5% | +$97.4K | 0.55% | 25 |
|
|
2024
Q1 | $1.95M | Buy |
6,986
+953
| +16% | +$266K | 0.7% | 17 |
|
|
2023
Q4 | $1.57M | Buy |
6,033
+1,625
| +37% | +$423K | 0.69% | 19 |
|
|
2023
Q3 | $1.01M | Buy |
+4,408
| New | +$1.01M | 0.54% | 29 |
|