Carroll Investors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
626
| – | – | 0.12% | 27 |
|
|
2025
Q1 | $219K | Buy |
+626
| New | +$219K | 0.15% | 29 |
|
|
2023
Q1 | – | Sell |
-1,131
| Closed | -$235K | – | 46 |
|
|
2022
Q4 | $235K | Sell |
1,131
-56
| -5% | -$11.6K | 0.25% | 38 |
|
|
2022
Q3 | $212K | Buy |
+1,187
| New | +$212K | 0.17% | 41 |
|
|
2022
Q2 | – | Sell |
-1,453
| Closed | -$318K | – | 159 |
|
|
2022
Q1 | $318K | Sell |
1,453
-19,976
| -93% | -$4.37M | 0.2% | 28 |
|
|
2021
Q4 | $4.58M | Buy |
+21,429
| New | +$4.58M | 2.6% | 13 |
|