Cladis Investment Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
1,044
+400
| +62% | +$142K | 0.23% | 103 |
|
|
2025
Q1 | $226K | Sell |
644
-100
| -13% | -$35.1K | 0.16% | 116 |
|
|
2024
Q4 | $235K | Hold |
744
| – | – | 0.17% | 112 |
|
|
2024
Q3 | $205K | Buy |
+744
| New | +$205K | 0.14% | 125 |
|
|
2024
Q2 | – | Sell |
-744
| Closed | -$208K | – | 145 |
|
|
2024
Q1 | $208K | Buy |
+744
| New | +$208K | 0.15% | 131 |
|