Charter Research & Investment Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Hold |
2,520
| – | – | 0.67% | 42 |
|
|
2025
Q1 | $883K | Hold |
2,520
| – | – | 0.68% | 41 |
|
|
2024
Q4 | $796K | Hold |
2,520
| – | – | 0.61% | 41 |
|
|
2024
Q3 | $693K | Hold |
2,520
| – | – | 0.51% | 45 |
|
|
2024
Q2 | $661K | Hold |
2,520
| – | – | 0.52% | 45 |
|
|
2024
Q1 | $703K | Hold |
2,520
| – | – | 0.56% | 44 |
|
|
2023
Q4 | $656K | Hold |
2,520
| – | – | 0.54% | 45 |
|
|
2023
Q3 | $580K | Hold |
2,520
| – | – | 0.52% | 47 |
|
|
2023
Q2 | $598K | Hold |
2,520
| – | – | 0.5% | 49 |
|
|
2023
Q1 | $568K | Buy |
2,520
+1,505
| +148% | +$339K | 0.5% | 49 |
|
|
2022
Q4 | $211K | Buy |
+1,015
| New | +$211K | 0.2% | 73 |
|
|
2022
Q2 | – | Sell |
-1,015
| Closed | -$225K | – | 84 |
|
|
2022
Q1 | $225K | Hold |
1,015
| – | – | 0.18% | 79 |
|
|
2021
Q4 | $220K | Hold |
1,015
| – | – | 0.17% | 81 |
|
|
2021
Q3 | $226K | Buy |
1,015
+25
| +3% | +$5.57K | 0.19% | 77 |
|
|
2021
Q2 | $231K | Buy |
990
+40
| +4% | +$9.33K | 0.19% | 75 |
|
|
2021
Q1 | $201K | Hold |
950
| – | – | 0.18% | 79 |
|
|
2020
Q4 | $208K | Buy |
+950
| New | +$208K | 0.2% | 76 |
|