Avalon Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Hold |
5,588
| – | – | 0.53% | 47 |
|
|
2025
Q1 | $1.96M | Sell |
5,588
-955
| -15% | -$335K | 0.57% | 45 |
|
|
2024
Q4 | $2.07M | Buy |
6,543
+39
| +0.6% | +$12.3K | 0.67% | 39 |
|
|
2024
Q3 | $1.79M | Buy |
6,504
+1,563
| +32% | +$430K | 0.54% | 38 |
|
|
2024
Q2 | $1.3M | Buy |
4,941
+2,001
| +68% | +$525K | 0.41% | 41 |
|
|
2024
Q1 | $820K | Buy |
2,940
+180
| +7% | +$50.2K | 0.34% | 39 |
|
|
2023
Q4 | $719K | Buy |
2,760
+830
| +43% | +$216K | 0.3% | 41 |
|
|
2023
Q3 | $444K | Buy |
1,930
+1,071
| +125% | +$246K | 0.23% | 37 |
|
|
2023
Q2 | $204K | Buy |
+859
| New | +$204K | 0.1% | 52 |
|
|
2022
Q1 | – | Sell |
-948
| Closed | -$205K | – | 81 |
|
|
2021
Q4 | $205K | Buy |
+948
| New | +$205K | 0.09% | 57 |
|
|
2017
Q3 | – | Sell |
-6,833
| Closed | -$641K | – | 119 |
|
|
2017
Q2 | $641K | Buy |
+6,833
| New | +$641K | 0.47% | 63 |
|
|
2014
Q3 | – | Sell |
-20,760
| Closed | -$1.09M | – | 103 |
|
|
2014
Q2 | $1.09M | Buy |
+20,760
| New | +$1.09M | 0.91% | 37 |
|
|
2014
Q1 | – | Sell |
-27,172
| Closed | -$1.51M | – | 128 |
|
|
2013
Q4 | $1.51M | Buy |
+27,172
| New | +$1.51M | 1.28% | 24 |
|