Apella Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
15,629
+12,640
| +423% | +$4.51M | 0.15% | 106 |
|
|
2025
Q1 | $994K | Buy |
2,989
+1,207
| +68% | +$401K | 0.03% | 186 |
|
|
2024
Q4 | $563K | Sell |
1,782
-4
| -0.2% | -$1.26K | 0.02% | 220 |
|
|
2024
Q3 | $495K | Buy |
1,786
+269
| +18% | +$74.5K | 0.02% | 218 |
|
|
2024
Q2 | $403K | Buy |
1,517
+20
| +1% | +$5.31K | 0.02% | 225 |
|
|
2024
Q1 | $414K | Sell |
1,497
-38
| -2% | -$10.5K | 0.02% | 209 |
|
|
2023
Q4 | $399K | Sell |
1,535
-116
| -7% | -$30.1K | 0.02% | 205 |
|
|
2023
Q3 | $380K | Buy |
1,651
+30
| +2% | +$6.9K | 0.03% | 187 |
|
|
2023
Q2 | $385K | Buy |
+1,621
| New | +$385K | 0.03% | 186 |
|
|
2022
Q4 | $295K | Buy |
1,422
+256
| +22% | +$53.2K | 0.03% | 195 |
|
|
2022
Q3 | $207K | Buy |
1,166
+43
| +4% | +$7.63K | 0.02% | 203 |
|
|
2022
Q2 | $221K | Buy |
1,123
+86
| +8% | +$16.9K | 0.03% | 205 |
|
|
2022
Q1 | $230K | Buy |
+1,037
| New | +$230K | 0.03% | 187 |
|