Capital Insight 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 | $1.84M | Sell |
5,180
-142
| -3% | -$50.4K | 0.32% | 71 |
|
|
2025
Q1 | $1.87M | Sell |
5,322
-94
| -2% | -$32.9K | 0.33% | 73 |
|
|
2024
Q4 | $1.71M | Sell |
5,416
-177
| -3% | -$55.9K | 0.3% | 77 |
|
|
2024
Q3 | $1.54M | Sell |
5,593
-205
| -4% | -$56.4K | 0.27% | 78 |
|
|
2024
Q2 | $1.52M | Buy |
5,798
+133
| +2% | +$34.9K | 0.29% | 78 |
|
|
2024
Q1 | $1.58M | Sell |
5,665
-56
| -1% | -$15.6K | 0.3% | 77 |
|
|
2023
Q4 | $1.49M | Sell |
5,721
-25
| -0.4% | -$6.51K | 0.3% | 77 |
|
|
2023
Q3 | $1.32M | Buy |
5,746
+125
| +2% | +$28.8K | 0.3% | 79 |
|
|
2023
Q2 | $1.33M | Sell |
5,621
-95
| -2% | -$22.6K | 0.3% | 81 |
|
|
2023
Q1 | $1.29M | Sell |
5,716
-18
| -0.3% | -$4.06K | 0.3% | 86 |
|
|
2022
Q4 | $1.19M | Sell |
5,734
-35
| -0.6% | -$7.27K | 0.31% | 82 |
|
|
2022
Q3 | $1.03M | Sell |
5,769
-1,900
| -25% | -$338K | 0.28% | 87 |
|
|
2022
Q2 | $1.51M | Sell |
7,669
-88
| -1% | -$17.3K | 0.35% | 91 |
|
|
2022
Q1 | $1.72M | Sell |
7,757
-167
| -2% | -$37K | 0.35% | 94 |
|
|
2021
Q4 | $1.72M | Sell |
7,924
-256
| -3% | -$55.5K | 0.35% | 95 |
|
|
2021
Q3 | $1.82M | Sell |
8,180
-84
| -1% | -$18.7K | 0.4% | 94 |
|
|
2021
Q2 | $1.93M | Sell |
8,264
-247
| -3% | -$57.7K | 0.44% | 87 |
|
|
2021
Q1 | $1.8M | Sell |
8,511
-25
| -0.3% | -$5.29K | 0.44% | 86 |
|
|
2020
Q4 | $1.87M | Sell |
8,536
-352
| -4% | -$77K | 0.47% | 82 |
|
|
2020
Q3 | $1.78M | Buy |
8,888
+1,513
| +21% | +$302K | 0.5% | 76 |
|
|
2020
Q2 | $1.43M | Buy |
+7,375
| New | +$1.43M | 0.45% | 79 |
|