Barbara Oil Co’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Hold |
6,950
| – | – | 0.97% | 33 |
|
|
2025
Q1 | $2.44M | Hold |
6,950
| – | – | 0.99% | 34 |
|
|
2024
Q4 | $2.2M | Hold |
6,950
| – | – | 0.91% | 35 |
|
|
2024
Q3 | $1.91M | Hold |
6,950
| – | – | 0.78% | 42 |
|
|
2024
Q2 | $1.82M | Hold |
6,950
| – | – | 0.8% | 39 |
|
|
2024
Q1 | $1.94M | Hold |
6,950
| – | – | 0.82% | 38 |
|
|
2023
Q4 | $1.81M | Hold |
6,950
| – | – | 0.81% | 38 |
|
|
2023
Q3 | $1.6M | Hold |
6,950
| – | – | 0.76% | 38 |
|
|
2023
Q2 | $1.65M | Hold |
6,950
| – | – | 0.76% | 41 |
|
|
2023
Q1 | $1.57M | Hold |
6,950
| – | – | 0.75% | 43 |
|
|
2022
Q4 | $1.44M | Hold |
6,950
| – | – | 0.69% | 42 |
|
|
2022
Q3 | $1.24M | Hold |
6,950
| – | – | 0.68% | 46 |
|
|
2022
Q2 | $1.37M | Hold |
6,950
| – | – | 0.71% | 43 |
|
|
2022
Q1 | $1.54M | Hold |
6,950
| – | – | 0.71% | 41 |
|
|
2021
Q4 | $1.51M | Hold |
6,950
| – | – | 0.65% | 46 |
|
|
2021
Q3 | $1.55M | Hold |
6,950
| – | – | 0.73% | 43 |
|
|
2021
Q2 | $1.63M | Hold |
6,950
| – | – | 0.75% | 40 |
|
|
2021
Q1 | $1.47M | Hold |
6,950
| – | – | 0.71% | 41 |
|
|
2020
Q4 | $1.52M | Hold |
6,950
| – | – | 0.77% | 42 |
|
|
2020
Q3 | $1.39M | Hold |
6,950
| – | – | 0.76% | 40 |
|
|
2020
Q2 | $1.34M | Hold |
6,950
| – | – | 0.78% | 39 |
|
|
2020
Q1 | $1.12M | Hold |
6,950
| – | – | 0.75% | 43 |
|
|
2019
Q4 | $1.31M | Hold |
6,950
| – | – | 0.69% | 45 |
|
|
2019
Q3 | $1.2M | Hold |
6,950
| – | – | 0.68% | 46 |
|
|
2019
Q2 | $1.21M | Buy |
6,950
+2,650
| +62% | +$460K | 0.69% | 43 |
|
|
2019
Q1 | $671K | Buy |
4,300
+1,800
| +72% | +$281K | 0.4% | 70 |
|
|
2018
Q4 | $330K | Buy |
+2,500
| New | +$330K | 0.22% | 78 |
|