Atlas 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 | $8.41M | Sell |
23,700
-700
| -3% | -$249K | 1.03% | 21 |
|
|
2025
Q1 | $8.55M | Hold |
24,400
| – | – | 1.07% | 23 |
|
|
2024
Q4 | $7.71M | Buy |
24,400
+22,800
| +1,425% | +$7.21M | 0.98% | 24 |
|
|
2024
Q3 | $440K | Sell |
1,600
-22,800
| -93% | -$6.27M | 0.07% | 246 |
|
|
2024
Q2 | $6.4M | Buy |
24,400
+22,534
| +1,208% | +$5.91M | 0.83% | 32 |
|
|
2024
Q1 | $521K | Sell |
1,866
-22,800
| -92% | -$6.36M | 0.08% | 212 |
|
|
2023
Q4 | $6.42M | Buy |
24,666
+121
| +0.5% | +$31.5K | 0.93% | 27 |
|
|
2023
Q3 | $5.65M | Sell |
24,545
-200
| -0.8% | -$46K | 0.93% | 28 |
|
|
2023
Q2 | $5.88M | Buy |
24,745
+700
| +3% | +$166K | 0.89% | 27 |
|
|
2023
Q1 | $5.42M | Buy |
24,045
+200
| +0.8% | +$45.1K | 0.85% | 28 |
|
|
2022
Q4 | $4.95M | Hold |
23,845
| – | – | 0.83% | 30 |
|
|
2022
Q3 | $4.24M | Buy |
23,845
+65
| +0.3% | +$11.5K | 0.77% | 35 |
|
|
2022
Q2 | $4.68M | Hold |
23,780
| – | – | 0.79% | 28 |
|
|
2022
Q1 | $5.27M | Sell |
23,780
-340
| -1% | -$75.4K | 0.82% | 31 |
|
|
2021
Q4 | $5.23M | Buy |
24,120
+120
| +0.5% | +$26K | 0.78% | 32 |
|
|
2021
Q3 | $5.35M | Sell |
24,000
-1,200
| -5% | -$267K | 0.86% | 29 |
|
|
2021
Q2 | $5.89M | Buy |
25,200
+65
| +0.3% | +$15.2K | 0.99% | 23 |
|
|
2021
Q1 | $5.32M | Sell |
25,135
-18
| -0.1% | -$3.81K | 1.03% | 21 |
|
|
2020
Q4 | $5.5M | Buy |
25,153
+200
| +0.8% | +$43.7K | 1.16% | 16 |
|
|
2020
Q3 | $4.99M | Sell |
24,953
-200
| -0.8% | -$40K | 1.18% | 17 |
|
|
2020
Q2 | $4.86M | Buy |
25,153
+40
| +0.2% | +$7.73K | 1.14% | 15 |
|
|
2020
Q1 | $4.05M | Sell |
25,113
-53
| -0.2% | -$8.54K | 1.2% | 15 |
|
|
2019
Q4 | $4.73M | Hold |
25,166
| – | – | 1.18% | 15 |
|
|
2019
Q3 | $4.33M | Sell |
25,166
-525
| -2% | -$90.3K | 1.3% | 7 |
|
|
2019
Q2 | $4.46M | Buy |
25,691
+160
| +0.6% | +$27.8K | 1.46% | 5 |
|
|
2019
Q1 | $3.99M | Sell |
25,531
-198
| -0.8% | -$30.9K | 1.44% | 6 |
|
|
2018
Q4 | $3.39M | Sell |
25,729
-400
| -2% | -$52.8K | 1.36% | 8 |
|
|
2018
Q3 | $3.9M | Buy |
26,129
+129
| +0.5% | +$19.3K | 1.3% | 12 |
|
|
2018
Q2 | $3.63M | Sell |
26,000
-300
| -1% | -$41.9K | 1.29% | 12 |
|
|
2018
Q1 | $3.15M | Buy |
+26,300
| New | +$3.15M | 0.97% | 14 |
|