Catamount Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $13.6M | Buy |
86,911
+3,657
| +4% | +$571K | 7.73% | 3 |
|
|
2018
Q4 | $11.2M | Sell |
83,254
-10,928
| -12% | -$1.48M | 7.67% | 3 |
|
|
2018
Q3 | $14.1M | Sell |
94,182
-505
| -0.5% | -$75.8K | 6.77% | 4 |
|
|
2018
Q2 | $13.2M | Buy |
94,687
+5,657
| +6% | +$790K | 6.4% | 4 |
|
|
2018
Q1 | $10.7M | Buy |
89,030
+1,505
| +2% | +$180K | 5.68% | 3 |
|
|
2017
Q4 | $9.98M | Sell |
87,525
-255
| -0.3% | -$29.1K | 5.57% | 3 |
|
|
2017
Q3 | $9.24M | Buy |
87,780
+2,245
| +3% | +$236K | 5.37% | 3 |
|
|
2017
Q2 | $8.02M | Buy |
85,535
+2,031
| +2% | +$190K | 4.88% | 4 |
|
|
2017
Q1 | $7.42M | Buy |
83,504
+336
| +0.4% | +$29.9K | 5.08% | 4 |
|
|
2016
Q4 | $6.49M | Sell |
83,168
-4,543
| -5% | -$354K | 5.27% | 4 |
|
|
2016
Q3 | $7.31M | Buy |
87,711
+2,270
| +3% | +$189K | 6.27% | 4 |
|
|
2016
Q2 | $6.34M | Sell |
85,441
-480
| -0.6% | -$35.6K | 7.32% | 4 |
|
|
2016
Q1 | $6.57M | Sell |
85,921
-20,946
| -20% | -$1.6M | 7.6% | 3 |
|
|
2015
Q4 | $8.29M | Buy |
106,867
+465
| +0.4% | +$36.1K | 7.5% | 4 |
|
|
2015
Q3 | $7.41M | Buy |
106,402
+1,880
| +2% | +$131K | 7.41% | 4 |
|
|
2015
Q2 | $7.02M | Buy |
104,522
+39,685
| +61% | +$2.66M | 5.43% | 5 |
|
|
2015
Q1 | $4.24M | Buy |
64,837
+35,565
| +121% | +$2.33M | 3.49% | 7 |
|
|
2014
Q4 | $1.92M | Buy |
+29,272
| New | +$1.92M | 1.83% | 19 |
|