Capstone Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $235K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $244K | Sell |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $363K | Sell |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $370K | Sell |
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|
2017
Q4 | $525K | Buy |
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|
2017
Q3 | $484K | Sell |
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|
2017
Q2 | $442K | Buy |
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|
2017
Q1 | $415K | Sell |
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|
2016
Q4 | $369K | Buy |
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|
2016
Q3 | $369K | Sell |
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|
2016
Q2 | $349K | Buy |
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|
2016
Q1 | $305K | Buy |
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|
2015
Q4 | $286K | Sell |
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|
2015
Q3 | $312K | Sell |
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|
2015
Q2 | $346K | Buy |
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|
2015
Q1 | $331K | Buy |
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|
2014
Q4 | $221K | Sell |
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|
2014
Q3 | $202K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $232K | Sell |
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|
2013
Q4 | $355K | Buy |
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