Clear Creek Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
11,403
-97
| -0.8% | -$34.4K | 0.39% | 54 |
|
|
2025
Q1 | $4.03M | Buy |
11,500
+1,006
| +10% | +$353K | 0.42% | 49 |
|
|
2024
Q4 | $3.32M | Buy |
10,494
+3,036
| +41% | +$959K | 0.36% | 57 |
|
|
2024
Q3 | $2.05M | Buy |
7,458
+271
| +4% | +$74.5K | 0.23% | 95 |
|
|
2024
Q2 | $1.89M | Buy |
7,187
+270
| +4% | +$70.9K | 0.23% | 89 |
|
|
2024
Q1 | $1.93M | Buy |
6,917
+4,101
| +146% | +$1.14M | 0.25% | 81 |
|
|
2023
Q4 | $733K | Buy |
2,816
+351
| +14% | +$91.4K | 0.12% | 152 |
|
|
2023
Q3 | $567K | Sell |
2,465
-214
| -8% | -$49.2K | 0.1% | 155 |
|
|
2023
Q2 | $636K | Sell |
2,679
-21
| -0.8% | -$4.99K | 0.11% | 151 |
|
|
2023
Q1 | $609K | Buy |
2,700
+268
| +11% | +$60.4K | 0.12% | 138 |
|
|
2022
Q4 | $505K | Sell |
2,432
-882
| -27% | -$183K | 0.11% | 147 |
|
|
2022
Q3 | $589K | Sell |
3,314
-9
| -0.3% | -$1.6K | 0.13% | 128 |
|
|
2022
Q2 | $654K | Buy |
3,323
+748
| +29% | +$147K | 0.14% | 132 |
|
|
2022
Q1 | $571K | Buy |
2,575
+240
| +10% | +$53.2K | 0.09% | 171 |
|
|
2021
Q4 | $506K | Buy |
2,335
+193
| +9% | +$41.8K | 0.08% | 182 |
|
|
2021
Q3 | $477K | Sell |
2,142
-69
| -3% | -$15.4K | 0.08% | 191 |
|
|
2021
Q2 | $517K | Buy |
+2,211
| New | +$517K | 0.08% | 179 |
|
|
2021
Q1 | – | Sell |
-1,780
| Closed | -$389K | – | 245 |
|
|
2020
Q4 | $389K | Buy |
+1,780
| New | +$389K | 0.08% | 208 |
|
|
2020
Q3 | – | Sell |
-2,220
| Closed | -$428K | – | 255 |
|
|
2020
Q2 | $428K | Buy |
+2,220
| New | +$428K | 0.11% | 132 |
|