Banyan Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $10.1M | Buy |
188,692
+4,180
| +2% | +$223K | 0.85% | 30 |
|
2014
Q2 | $9.72M | Sell |
184,512
-5,348
| -3% | -$282K | 0.82% | 32 |
|
2014
Q1 | $10.2M | Buy |
189,860
+15,664
| +9% | +$845K | 0.88% | 27 |
|
2013
Q4 | $9.7M | Buy |
174,196
+59,144
| +51% | +$3.29M | 0.68% | 35 |
|
2013
Q3 | $5.5M | Buy |
115,052
+19,744
| +21% | +$943K | 0.49% | 45 |
|
2013
Q2 | $4.35M | Buy |
+95,308
| New | +$4.35M | 0.86% | 45 |
|