Coastwise Capital 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 | $502K | Sell |
1,413
-546
| -28% | -$194K | 0.4% | 58 |
|
|
2025
Q1 | $686K | Sell |
1,959
-298
| -13% | -$104K | 0.58% | 47 |
|
|
2024
Q4 | $713K | Sell |
2,257
-3
| -0.1% | -$948 | 0.57% | 47 |
|
|
2024
Q3 | $621K | Buy |
2,260
+435
| +24% | +$120K | 0.51% | 55 |
|
|
2024
Q2 | $479K | Buy |
1,825
+2
| +0.1% | +$525 | 0.46% | 59 |
|
|
2024
Q1 | $509K | Buy |
1,823
+36
| +2% | +$10K | 0.47% | 63 |
|
|
2023
Q4 | $465K | Buy |
1,787
+12
| +0.7% | +$3.12K | 0.47% | 61 |
|
|
2023
Q3 | $408K | Buy |
1,775
+601
| +51% | +$138K | 0.47% | 66 |
|
|
2023
Q2 | $279K | Buy |
1,174
+1
| +0.1% | +$237 | 0.32% | 87 |
|
|
2023
Q1 | $265K | Sell |
1,173
-100
| -8% | -$22.6K | 0.3% | 89 |
|
|
2022
Q4 | $264K | Buy |
1,273
+1
| +0.1% | +$208 | 0.31% | 89 |
|
|
2022
Q3 | $226K | Sell |
1,272
-43
| -3% | -$7.64K | 0.36% | 84 |
|
|
2022
Q2 | $259K | Buy |
1,315
+201
| +18% | +$39.6K | 0.32% | 86 |
|
|
2022
Q1 | $247K | Buy |
+1,114
| New | +$247K | 0.31% | 84 |
|