Childress Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.27M | Buy |
6,381
+330
| +5% | +$117K | 0.57% | 34 |
|
2025
Q1 | $2.12M | Buy |
6,051
+291
| +5% | +$102K | 0.61% | 29 |
|
2024
Q4 | $1.82M | Buy |
5,760
+118
| +2% | +$37.3K | 0.51% | 36 |
|
2024
Q3 | $1.55M | Buy |
5,642
+103
| +2% | +$28.3K | 0.42% | 43 |
|
2024
Q2 | $1.45M | Buy |
5,539
+11
| +0.2% | +$2.89K | 0.41% | 41 |
|
2024
Q1 | $1.54M | Sell |
5,528
-186
| -3% | -$51.9K | 0.45% | 45 |
|
2023
Q4 | $1.49M | Buy |
5,714
+173
| +3% | +$45K | 0.44% | 42 |
|
2023
Q3 | $1.27M | Buy |
+5,541
| New | +$1.27M | 0.42% | 44 |
|
2023
Q2 | – | Sell |
-1,569
| Closed | -$354K | – | 93 |
|
2023
Q1 | $354K | Sell |
1,569
-3,638
| -70% | -$820K | 0.16% | 60 |
|
2022
Q4 | $1.08M | Buy |
5,207
+215
| +4% | +$44.7K | 0.36% | 50 |
|
2022
Q3 | $888K | Sell |
4,992
-795
| -14% | -$141K | 0.35% | 56 |
|
2022
Q2 | $1.14M | Buy |
5,787
+610
| +12% | +$120K | 0.45% | 43 |
|
2022
Q1 | $1.15M | Buy |
5,177
+366
| +8% | +$81.4K | 0.4% | 47 |
|
2021
Q4 | $1.04M | Sell |
4,811
-946
| -16% | -$205K | 0.43% | 46 |
|
2021
Q3 | $1.28M | Buy |
5,757
+49
| +0.9% | +$10.9K | 0.52% | 38 |
|
2021
Q2 | $1.33M | Buy |
5,708
+722
| +14% | +$169K | 0.61% | 32 |
|
2021
Q1 | $1.06M | Buy |
4,986
+1,395
| +39% | +$295K | 0.48% | 40 |
|
2020
Q4 | $788K | Buy |
+3,591
| New | +$788K | 0.46% | 26 |
|