Biltmore Family Office’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.19M | Sell |
13,852
-670
| -5% | -$215K | 0.59% | 37 |
|
|
2025
Q4 | $5.09M | Buy |
14,522
+852
| +6% | +$290K | 0.7% | 31 |
|
|
2025
Q3 | $4.67M | Buy |
13,670
+7,411
| +118% | +$2.56M | 0.66% | 30 |
|
|
2025
Q2 | $2.22M | Sell |
6,259
-51
| -0.8% | -$17.8K | 0.38% | 53 |
|
|
2025
Q1 | $2.21M | Buy |
6,310
+240
| +4% | +$81.2K | 0.38% | 51 |
|
|
2024
Q4 | $1.92M | Buy |
6,070
+282
| +5% | +$84.8K | 0.32% | 55 |
|
|
2024
Q3 | $1.59M | Buy |
5,788
+227
| +4% | +$61.4K | 0.27% | 65 |
|
|
2024
Q2 | $1.46M | Buy |
5,561
+75
| +1% | +$20.6K | 0.27% | 65 |
|
|
2024
Q1 | $1.53M | Buy |
5,486
+68
| +1% | +$18.8K | 0.3% | 61 |
|
|
2023
Q4 | $1.41M | Buy |
5,418
+85
| +2% | +$21K | 0.29% | 58 |
|
|
2023
Q3 | $1.23M | Buy |
5,333
+343
| +7% | +$82.4K | 0.28% | 61 |
|
|
2023
Q2 | $1.18M | Sell |
4,990
-3,503
| -41% | -$802K | 0.25% | 61 |
|
|
2023
Q1 | $1.91M | Sell |
8,493
-1,502
| -15% | -$334K | 0.4% | 43 |
|
|
2022
Q4 | $2.08M | Buy |
9,995
+3,445
| +53% | +$695K | 0.43% | 34 |
|
|
2022
Q3 | $1.16M | Buy |
6,550
+757
| +13% | +$154K | 0.27% | 52 |
|
|
2022
Q2 | $1.14M | Buy |
5,793
+44
| +0.8% | +$9.09K | 0.29% | 59 |
|
|
2022
Q1 | $1.27M | Hold |
5,749
| – | – | 0.27% | 58 |
|
|
2021
Q4 | $1.25M | Sell |
5,749
-388
| -6% | -$83.3K | 0.24% | 70 |
|
|
2021
Q3 | $1.37M | Buy |
6,137
+1,157
| +23% | +$271K | 0.33% | 49 |
|
|
2021
Q2 | $1.17M | Buy |
4,980
+29
| +0.6% | +$6.63K | 0.33% | 50 |
|
|
2021
Q1 | $1.05M | Sell |
4,951
-1,459
| -23% | -$307K | 0.33% | 49 |
|
|
2020
Q4 | $1.4M | Buy |
6,410
+121
| +2% | +$24.8K | 0.42% | 37 |
|
|
2020
Q3 | $1.26M | Hold |
6,289
| – | – | 0.7% | 33 |
|
|
2020
Q2 | $1.22M | Sell |
6,289
-1,075
| -15% | -$196K | 0.73% | 31 |
|
|
2020
Q1 | $1.19M | Buy |
7,364
+235
| +3% | +$44.3K | 0.78% | 32 |
|
|
2019
Q4 | $1.34M | Sell |
7,129
-413
| -5% | -$74.4K | 0.54% | 48 |
|
|
2019
Q3 | $1.3M | Buy |
7,542
+1,829
| +32% | +$326K | 0.56% | 51 |
|
|
2019
Q2 | $991K | Buy |
5,713
+266
| +5% | +$43.6K | 0.54% | 54 |
|
|
2019
Q1 | $851K | Buy |
5,447
+86
| +2% | +$12.4K | 0.43% | 64 |
|
|
2018
Q4 | $707K | Buy |
5,361
+689
| +15% | +$95.2K | 0.4% | 69 |
|
|
2018
Q3 | $701K | Hold |
4,672
| – | – | 0.33% | 78 |
|
|
2018
Q2 | $619K | Sell |
4,672
-2,075
| -31% | -$267K | 0.31% | 81 |
|
|
2018
Q1 | $807K | Buy |
6,747
+2,163
| +47% | +$262K | 0.36% | 77 |
|
|
2017
Q4 | $523K | Buy |
+4,584
| New | +$506K | 0.24% | 94 |
|
Other funds holding V
VCM
VPM
