Borer Denton & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Sell |
21,661
-50
| -0.2% | -$17.8K | 2.67% | 16 |
|
|
2025
Q1 | $7.61M | Sell |
21,711
-640
| -3% | -$224K | 2.69% | 15 |
|
|
2024
Q4 | $7.06M | Sell |
22,351
-213
| -0.9% | -$67.3K | 2.46% | 18 |
|
|
2024
Q3 | $6.2M | Hold |
22,564
| – | – | 2.12% | 18 |
|
|
2024
Q2 | $5.92M | Hold |
22,564
| – | – | 2.15% | 18 |
|
|
2024
Q1 | $6.3M | Hold |
22,564
| – | – | 2.23% | 18 |
|
|
2023
Q4 | $5.87M | Buy |
22,564
+249
| +1% | +$64.8K | 2.25% | 20 |
|
|
2023
Q3 | $5.13M | Buy |
22,315
+16
| +0.1% | +$3.68K | 2.12% | 20 |
|
|
2023
Q2 | $5.3M | Hold |
22,299
| – | – | 2.09% | 20 |
|
|
2023
Q1 | $5.03M | Buy |
22,299
+1,589
| +8% | +$358K | 2.09% | 20 |
|
|
2022
Q4 | $4.3M | Hold |
20,710
| – | – | 1.91% | 21 |
|
|
2022
Q3 | $3.68M | Buy |
20,710
+2,415
| +13% | +$429K | 1.83% | 21 |
|
|
2022
Q2 | $3.6M | Sell |
18,295
-150
| -0.8% | -$29.5K | 1.74% | 23 |
|
|
2022
Q1 | $4.09M | Buy |
+18,445
| New | +$4.09M | 1.72% | 23 |
|