Blue Chip Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5M | Sell |
88,620
-3,512
| -4% | -$1.25M | 2.56% | 11 |
|
|
2025
Q1 | $32.3M | Buy |
92,132
+647
| +0.7% | +$227K | 2.78% | 10 |
|
|
2024
Q4 | $28.9M | Buy |
91,485
+110
| +0.1% | +$34.8K | 2.49% | 13 |
|
|
2024
Q3 | $25.1M | Buy |
91,375
+1,152
| +1% | +$317K | 2.18% | 16 |
|
|
2024
Q2 | $23.7M | Buy |
90,223
+2,237
| +3% | +$587K | 2.19% | 16 |
|
|
2024
Q1 | $24.6M | Sell |
87,986
-128
| -0.1% | -$35.7K | 2.38% | 16 |
|
|
2023
Q4 | $22.9M | Buy |
88,114
+2,084
| +2% | +$543K | 2.39% | 14 |
|
|
2023
Q3 | $19.8M | Buy |
86,030
+2,666
| +3% | +$613K | 2.36% | 15 |
|
|
2023
Q2 | $19.8M | Buy |
83,364
+2,402
| +3% | +$570K | 2.25% | 16 |
|
|
2023
Q1 | $18.3M | Buy |
80,962
+731
| +0.9% | +$165K | 2.17% | 18 |
|
|
2022
Q4 | $16.7M | Buy |
80,231
+3,438
| +4% | +$714K | 2.07% | 18 |
|
|
2022
Q3 | $13.6M | Buy |
76,793
+2,825
| +4% | +$502K | 1.87% | 22 |
|
|
2022
Q2 | $14.6M | Buy |
73,968
+3,626
| +5% | +$714K | 1.86% | 25 |
|
|
2022
Q1 | $15.6M | Sell |
70,342
-286
| -0.4% | -$63.4K | 1.94% | 20 |
|
|
2021
Q4 | $15.3M | Sell |
70,628
-1,801
| -2% | -$390K | 1.92% | 22 |
|
|
2021
Q3 | $16.1M | Buy |
72,429
+1,906
| +3% | +$425K | 2.27% | 20 |
|
|
2021
Q2 | $16.5M | Buy |
70,523
+700
| +1% | +$164K | 2.35% | 17 |
|
|
2021
Q1 | $14.8M | Buy |
69,823
+2,606
| +4% | +$552K | 2.27% | 20 |
|
|
2020
Q4 | $14.7M | Buy |
67,217
+4,120
| +7% | +$901K | 2.3% | 23 |
|
|
2020
Q3 | $12.6M | Buy |
63,097
+2,182
| +4% | +$436K | 2.25% | 23 |
|
|
2020
Q2 | $11.8M | Buy |
60,915
+59,920
| +6,022% | +$11.6M | 2.31% | 22 |
|
|
2020
Q1 | $160K | Sell |
995
-83
| -8% | -$13.3K | 0.04% | 105 |
|
|
2019
Q4 | $203K | Buy |
+1,078
| New | +$203K | 0.04% | 131 |
|