Barrett & Company’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
797
+201
| +34% | +$71.4K | 0.11% | 120 |
|
|
2025
Q1 | $209K | Hold |
596
| – | – | 0.09% | 130 |
|
|
2024
Q4 | $188K | Buy |
596
+15
| +3% | +$4.74K | 0.08% | 141 |
|
|
2024
Q3 | $160K | Hold |
581
| – | – | 0.07% | 153 |
|
|
2024
Q2 | $153K | Hold |
581
| – | – | 0.07% | 153 |
|
|
2024
Q1 | $162K | Hold |
581
| – | – | 0.08% | 147 |
|
|
2023
Q4 | $151K | Sell |
581
-20
| -3% | -$5.21K | 0.08% | 145 |
|
|
2023
Q3 | $138K | Hold |
601
| – | – | 0.08% | 147 |
|
|
2023
Q2 | $143K | Buy |
601
+120
| +25% | +$28.5K | 0.08% | 150 |
|
|
2023
Q1 | $108K | Hold |
481
| – | – | 0.07% | 170 |
|
|
2022
Q4 | $99.8K | Hold |
481
| – | – | 0.07% | 167 |
|
|
2022
Q3 | $99.8K | Buy |
+481
| New | +$99.8K | 0.07% | 167 |
|