ACM
V icon

Avalon Capital Management’s Visa V Stock Holding History

Avalon Capital Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Sell
4,337
-1,870
-30% -$601K 0.37% 44
2025
Q4 		$2.18M Buy
6,207
+365
+6% +$124K 0.52% 43
2025
Q3 		$1.99M Buy
5,842
+254
+5% +$87.9K 0.49% 43
2025
Q2 		$1.98M Hold
5,588
– – 0.53% 47
2025
Q1 		$1.96M Sell
5,588
-955
-15% -$323K 0.57% 45
2024
Q4 		$2.07M Buy
6,543
+39
+0.6% +$11.7K 0.67% 39
2024
Q3 		$1.79M Buy
6,504
+1,563
+32% +$423K 0.54% 38
2024
Q2 		$1.3M Buy
4,941
+2,001
+68% +$548K 0.41% 41
2024
Q1 		$820K Buy
2,940
+180
+7% +$49.7K 0.34% 39
2023
Q4 		$719K Buy
2,760
+830
+43% +$205K 0.3% 41
2023
Q3 		$444K Buy
1,930
+1,071
+125% +$257K 0.23% 37
2023
Q2 		$204K Buy
+859
New +$197K 0.1% 52
2022
Q1 		– Sell
-948
Closed -$205K – 82
2021
Q4 		$205K Buy
+948
New +$204K 0.09% 57
2017
Q3 		– Sell
-6,833
Closed -$641K – 119
2017
Q2 		$641K Buy
+6,833
New +$634K 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 +$1.37M 1.28% 24

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