Birch Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
4,590
| – | – | 0.83% | 31 |
|
|
2025
Q1 | $1.61M | Buy |
4,590
+24
| +0.5% | +$8.41K | 0.84% | 34 |
|
|
2024
Q4 | $1.44M | Sell |
4,566
-143
| -3% | -$45.2K | 0.73% | 36 |
|
|
2024
Q3 | $1.29M | Buy |
4,709
+799
| +20% | +$220K | 0.63% | 39 |
|
|
2024
Q2 | $1.03M | Buy |
3,910
+677
| +21% | +$178K | 0.53% | 40 |
|
|
2024
Q1 | $902K | Buy |
3,233
+63
| +2% | +$17.6K | 0.47% | 45 |
|
|
2023
Q4 | $825K | Sell |
3,170
-332
| -9% | -$86.4K | 0.47% | 43 |
|
|
2023
Q3 | $805K | Buy |
3,502
+1,255
| +56% | +$289K | 0.51% | 43 |
|
|
2023
Q2 | $534K | Hold |
2,247
| – | – | 0.32% | 48 |
|
|
2023
Q1 | $507K | Hold |
2,247
| – | – | 0.33% | 49 |
|
|
2022
Q4 | $467K | Hold |
2,247
| – | – | 0.32% | 46 |
|
|
2022
Q3 | $399K | Hold |
2,247
| – | – | 0.3% | 43 |
|
|
2022
Q2 | $442K | Hold |
2,247
| – | – | 0.32% | 44 |
|
|
2022
Q1 | $498K | Hold |
2,247
| – | – | 0.31% | 48 |
|
|
2021
Q4 | $487K | Hold |
2,247
| – | – | 0.29% | 49 |
|
|
2021
Q3 | $501K | Sell |
2,247
-125
| -5% | -$27.9K | 0.34% | 47 |
|
|
2021
Q2 | $555K | Hold |
2,372
| – | – | 0.38% | 46 |
|
|
2021
Q1 | $502K | Sell |
2,372
-403
| -15% | -$85.3K | 0.37% | 46 |
|
|
2020
Q4 | $607K | Buy |
2,775
+20
| +0.7% | +$4.38K | 0.46% | 44 |
|
|
2020
Q3 | $551K | Hold |
2,755
| – | – | 0.48% | 40 |
|
|
2020
Q2 | $532K | Buy |
2,755
+352
| +15% | +$68K | 0.5% | 40 |
|
|
2020
Q1 | $387K | Buy |
2,403
+26
| +1% | +$4.19K | 0.45% | 44 |
|
|
2019
Q4 | $447K | Buy |
+2,377
| New | +$447K | 0.44% | 45 |
|