Caldwell Investment 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 | $1.81M | Hold |
5,100
| – | – | 1.57% | 12 |
|
|
2025
Q1 | $1.74M | Hold |
5,100
| – | – | 1.29% | 14 |
|
|
2024
Q4 | $1.61M | Hold |
5,100
| – | – | 1.08% | 21 |
|
|
2024
Q3 | $1.4M | Hold |
5,100
| – | – | 0.98% | 23 |
|
|
2024
Q2 | $1.34M | Hold |
5,100
| – | – | 1.01% | 23 |
|
|
2024
Q1 | $1.42M | Hold |
5,100
| – | – | 1.06% | 24 |
|
|
2023
Q4 | $1.33M | Hold |
5,100
| – | – | 1.02% | 25 |
|
|
2023
Q3 | $1.17M | Hold |
5,100
| – | – | 1.13% | 20 |
|
|
2023
Q2 | $1.2M | Hold |
5,100
| – | – | 0.9% | 25 |
|
|
2023
Q1 | $1.15M | Hold |
5,100
| – | – | 1.14% | 20 |
|
|
2022
Q4 | $1.06M | Hold |
5,100
| – | – | 1.12% | 21 |
|
|
2022
Q3 | $920K | Sell |
5,100
-3,200
| -39% | -$577K | 1.12% | 20 |
|
|
2022
Q2 | $1.63M | Hold |
8,300
| – | – | 1.64% | 16 |
|
|
2022
Q1 | $1.86M | Hold |
8,300
| – | – | 1.47% | 12 |
|
|
2021
Q4 | $1.82M | Buy |
+8,300
| New | +$1.82M | 1.42% | 18 |
|