Aveo Capital Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,438
| Closed | -$771K | – | 332 |
|
|
2024
Q4 | $771K | Sell |
2,438
-151
| -6% | -$47.7K | 0.08% | 154 |
|
|
2024
Q3 | $712K | Buy |
2,589
+65
| +3% | +$17.9K | 0.08% | 159 |
|
|
2024
Q2 | $662K | Sell |
2,524
-851
| -25% | -$223K | 0.08% | 159 |
|
|
2024
Q1 | $906K | Buy |
3,375
+573
| +20% | +$154K | 0.1% | 149 |
|
|
2023
Q4 | $730K | Buy |
2,802
+235
| +9% | +$61.2K | 0.09% | 158 |
|
|
2023
Q3 | $590K | Buy |
2,567
+76
| +3% | +$17.5K | 0.08% | 177 |
|
|
2023
Q2 | $592K | Buy |
2,491
+56
| +2% | +$13.3K | 0.08% | 182 |
|
|
2023
Q1 | $549K | Sell |
2,435
-92
| -4% | -$20.7K | 0.07% | 179 |
|
|
2022
Q4 | $525K | Buy |
2,527
+326
| +15% | +$67.7K | 0.08% | 182 |
|
|
2022
Q3 | $391K | Buy |
2,201
+505
| +30% | +$89.7K | 0.07% | 189 |
|
|
2022
Q2 | $334K | Buy |
1,696
+139
| +9% | +$27.4K | 0.05% | 214 |
|
|
2022
Q1 | $345K | Buy |
1,557
+159
| +11% | +$35.2K | 0.06% | 211 |
|
|
2021
Q4 | $303K | Sell |
1,398
-369
| -21% | -$80K | 0.05% | 223 |
|
|
2021
Q3 | $394K | Buy |
1,767
+489
| +38% | +$109K | 0.08% | 181 |
|
|
2021
Q2 | $299K | Buy |
1,278
+89
| +7% | +$20.8K | 0.07% | 215 |
|
|
2021
Q1 | $252K | Buy |
+1,189
| New | +$252K | 0.06% | 209 |
|
|
2020
Q4 | – | Sell |
-1,686
| Closed | -$337K | – | 170 |
|
|
2020
Q3 | $337K | Buy |
+1,686
| New | +$337K | 0.12% | 142 |
|