Cardinal Point Capital 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 | $8.01M | Buy |
22,563
+19,326
| +597% | +$6.86M | 0.63% | 38 |
|
|
2025
Q1 | $5.43M | Buy |
3,237
+47
| +1% | +$78.9K | 0.5% | 52 |
|
|
2024
Q4 | $1.01M | Buy |
3,190
+1,784
| +127% | +$564K | 0.16% | 36 |
|
|
2024
Q3 | $387K | Buy |
+1,406
| New | +$387K | 0.06% | 63 |
|
|
2023
Q2 | – | Sell |
-1,902
| Closed | -$429K | – | 80 |
|
|
2023
Q1 | $429K | Buy |
1,902
+590
| +45% | +$133K | 0.13% | 56 |
|
|
2022
Q4 | $273K | Buy |
+1,312
| New | +$273K | 0.09% | 58 |
|