Boston Family Office’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.2M | Buy |
138,680
+1,299
| +0.9% | +$461K | 3.27% | 4 |
|
|
2025
Q1 | $48.1M | Sell |
137,381
-1,491
| -1% | -$523K | 3.41% | 3 |
|
|
2024
Q4 | $43.9M | Sell |
138,872
-1,862
| -1% | -$588K | 3.01% | 4 |
|
|
2024
Q3 | $38.7M | Buy |
140,734
+991
| +0.7% | +$272K | 2.62% | 4 |
|
|
2024
Q2 | $36.7M | Sell |
139,743
-888
| -0.6% | -$233K | 2.64% | 5 |
|
|
2024
Q1 | $39.2M | Sell |
140,631
-1,117
| -0.8% | -$312K | 2.82% | 4 |
|
|
2023
Q4 | $36.9M | Sell |
141,748
-2,775
| -2% | -$722K | 2.77% | 4 |
|
|
2023
Q3 | $33.2M | Buy |
144,523
+220
| +0.2% | +$50.6K | 2.72% | 4 |
|
|
2023
Q2 | $34.3M | Sell |
144,303
-2,045
| -1% | -$486K | 2.63% | 4 |
|
|
2023
Q1 | $33M | Sell |
146,348
-298
| -0.2% | -$67.2K | 2.64% | 4 |
|
|
2022
Q4 | $30.5M | Buy |
146,646
+1,152
| +0.8% | +$239K | 2.53% | 3 |
|
|
2022
Q3 | $25.8M | Buy |
145,494
+2,757
| +2% | +$490K | 2.3% | 6 |
|
|
2022
Q2 | $28.1M | Buy |
142,737
+4,340
| +3% | +$855K | 2.35% | 6 |
|
|
2022
Q1 | $30.7M | Buy |
138,397
+3,002
| +2% | +$666K | 2.18% | 7 |
|
|
2021
Q4 | $29.3M | Buy |
135,395
+14,003
| +12% | +$3.03M | 1.91% | 12 |
|
|
2021
Q3 | $27M | Buy |
121,392
+716
| +0.6% | +$159K | 1.96% | 11 |
|
|
2021
Q2 | $28.2M | Buy |
120,676
+40
| +0% | +$9.35K | 2.01% | 10 |
|
|
2021
Q1 | $25.5M | Buy |
120,636
+1,253
| +1% | +$265K | 1.92% | 10 |
|
|
2020
Q4 | $26.1M | Buy |
119,383
+1,600
| +1% | +$350K | 2.01% | 9 |
|
|
2020
Q3 | $23.6M | Buy |
117,783
+104
| +0.1% | +$20.8K | 2.14% | 9 |
|
|
2020
Q2 | $22.7M | Buy |
117,679
+4,755
| +4% | +$919K | 2.21% | 9 |
|
|
2020
Q1 | $18.2M | Buy |
112,924
+3,456
| +3% | +$557K | 2.15% | 9 |
|
|
2019
Q4 | $20.6M | Sell |
109,468
-377
| -0.3% | -$70.8K | 1.96% | 9 |
|
|
2019
Q3 | $18.9M | Sell |
109,845
-149
| -0.1% | -$25.6K | 1.96% | 9 |
|
|
2019
Q2 | $19.1M | Buy |
109,994
+3,037
| +3% | +$527K | 1.98% | 9 |
|
|
2019
Q1 | $16.7M | Buy |
106,957
+11,121
| +12% | +$1.74M | 1.81% | 11 |
|
|
2018
Q4 | $12.6M | Buy |
95,836
+12,831
| +15% | +$1.69M | 1.57% | 13 |
|
|
2018
Q3 | $12.5M | Buy |
83,005
+6,849
| +9% | +$1.03M | 1.31% | 21 |
|
|
2018
Q2 | $10.1M | Buy |
76,156
+11,401
| +18% | +$1.51M | 1.14% | 23 |
|
|
2018
Q1 | $7.75M | Buy |
64,755
+9,009
| +16% | +$1.08M | 0.88% | 38 |
|
|
2017
Q4 | $6.36M | Buy |
55,746
+258
| +0.5% | +$29.4K | 0.7% | 51 |
|
|
2017
Q3 | $5.84M | Buy |
55,488
+2,495
| +5% | +$263K | 0.66% | 55 |
|
|
2017
Q2 | $4.97M | Buy |
52,993
+1,175
| +2% | +$110K | 0.59% | 58 |
|
|
2017
Q1 | $4.61M | Buy |
51,818
+3,130
| +6% | +$278K | 0.57% | 61 |
|
|
2016
Q4 | $3.8M | Buy |
48,688
+135
| +0.3% | +$10.5K | 0.49% | 64 |
|
|
2016
Q3 | $4.02M | Buy |
48,553
+2,638
| +6% | +$218K | 0.52% | 64 |
|
|
2016
Q2 | $3.41M | Buy |
45,915
+9,880
| +27% | +$733K | 0.44% | 71 |
|
|
2016
Q1 | $2.76M | Buy |
36,035
+9,500
| +36% | +$727K | 0.36% | 86 |
|
|
2015
Q4 | $2.06M | Sell |
26,535
-564
| -2% | -$43.7K | 0.28% | 101 |
|
|
2015
Q3 | $1.89M | Buy |
27,099
+275
| +1% | +$19.2K | 0.26% | 104 |
|
|
2015
Q2 | $1.8M | Buy |
26,824
+4,208
| +19% | +$283K | 0.23% | 112 |
|
|
2015
Q1 | $1.48M | Buy |
22,616
+3,796
| +20% | +$248K | 0.18% | 125 |
|
|
2014
Q4 | $1.23M | Buy |
18,820
+200
| +1% | +$13.1K | 0.15% | 139 |
|
|
2014
Q3 | $993K | Buy |
18,620
+240
| +1% | +$12.8K | 0.13% | 148 |
|
|
2014
Q2 | $968K | Buy |
18,380
+1,400
| +8% | +$73.7K | 0.12% | 155 |
|
|
2014
Q1 | $916K | Sell |
16,980
-1,840
| -10% | -$99.3K | 0.12% | 156 |
|
|
2013
Q4 | $1.05M | Buy |
18,820
+600
| +3% | +$33.4K | 0.14% | 141 |
|
|
2013
Q3 | $870K | Buy |
18,220
+1,120
| +7% | +$53.5K | 0.12% | 152 |
|
|
2013
Q2 | $781K | Buy |
+17,100
| New | +$781K | 0.12% | 154 |
|