Camelot Portfolios’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,888
| Closed | -$1.36M | – | 218 |
|
|
2025
Q1 | $1.36M | Buy |
+3,888
| New | +$1.36M | 0.84% | 34 |
|
|
2024
Q3 | – | Sell |
-400
| Closed | -$105K | – | 549 |
|
|
2024
Q2 | $105K | Buy |
+400
| New | +$105K | 0.06% | 239 |
|
|
2019
Q4 | – | Sell |
-1,200
| Closed | -$206K | – | 244 |
|
|
2019
Q3 | $206K | Hold |
1,200
| – | – | 0.1% | 206 |
|
|
2019
Q2 | $208K | Buy |
+1,200
| New | +$208K | 0.09% | 208 |
|
|
2013
Q4 | – | Sell |
-4,292
| Closed | -$205K | – | 155 |
|
|
2013
Q3 | $205K | Sell |
4,292
-160
| -4% | -$7.64K | 0.15% | 134 |
|
|
2013
Q2 | $203K | Buy |
+4,452
| New | +$203K | 0.15% | 130 |
|