Auxano 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 | $3.42M | Sell |
9,621
-503
| -5% | -$179K | 0.8% | 20 |
|
|
2025
Q1 | $3.55M | Sell |
10,124
-150
| -1% | -$52.6K | 0.94% | 20 |
|
|
2024
Q4 | $3.25M | Buy |
10,274
+227
| +2% | +$71.7K | 0.82% | 19 |
|
|
2024
Q3 | $2.76M | Buy |
10,047
+466
| +5% | +$128K | 0.72% | 22 |
|
|
2024
Q2 | $2.51M | Sell |
9,581
-866
| -8% | -$227K | 0.7% | 22 |
|
|
2024
Q1 | $2.92M | Buy |
10,447
+1,079
| +12% | +$301K | 0.85% | 22 |
|
|
2023
Q4 | $2.44M | Sell |
9,368
-59
| -0.6% | -$15.4K | 0.82% | 23 |
|
|
2023
Q3 | $2.17M | Sell |
9,427
-4,999
| -35% | -$1.15M | 0.89% | 24 |
|
|
2023
Q2 | $3.25M | Hold |
14,426
| – | – | 1.3% | 19 |
|
|
2023
Q1 | $3.25M | Buy |
14,426
+220
| +2% | +$49.6K | 1.3% | 19 |
|
|
2022
Q4 | $2.95M | Buy |
14,206
+45
| +0.3% | +$9.35K | 1.33% | 19 |
|
|
2022
Q3 | $2.52M | Buy |
14,161
+1,297
| +10% | +$230K | 1.16% | 21 |
|
|
2022
Q2 | $2.53M | Buy |
12,864
+391
| +3% | +$77K | 1.25% | 20 |
|
|
2022
Q1 | $2.77M | Buy |
12,473
+116
| +0.9% | +$25.7K | 1.18% | 19 |
|
|
2021
Q4 | $2.68M | Buy |
12,357
+329
| +3% | +$71.3K | 1.2% | 20 |
|
|
2021
Q3 | $2.68M | Buy |
12,028
+748
| +7% | +$167K | 1.2% | 17 |
|
|
2021
Q2 | $2.64M | Sell |
11,280
-223
| -2% | -$52.1K | 1.21% | 17 |
|
|
2021
Q1 | $2.44M | Buy |
11,503
+38
| +0.3% | +$8.05K | 1.5% | 18 |
|
|
2020
Q4 | $2.51M | Buy |
11,465
+469
| +4% | +$103K | 1.66% | 16 |
|
|
2020
Q3 | $2.2M | Sell |
10,996
-6,624
| -38% | -$1.32M | 1.7% | 15 |
|
|
2020
Q2 | $3.4M | Hold |
17,620
| – | – | 2.83% | 10 |
|
|
2020
Q1 | $2.84M | Buy |
+17,620
| New | +$2.84M | 2.59% | 10 |
|