Collective Family Office’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Sell |
1,782
-136
| -7% | -$48.3K | 0.16% | 97 |
|
|
2025
Q1 | $672K | Sell |
1,918
-101
| -5% | -$35.4K | 0.18% | 91 |
|
|
2024
Q4 | $638K | Sell |
2,019
-34
| -2% | -$10.7K | 0.18% | 97 |
|
|
2024
Q3 | $564K | Sell |
2,053
-145
| -7% | -$39.9K | 0.15% | 100 |
|
|
2024
Q2 | $577K | Sell |
2,198
-31
| -1% | -$8.14K | 0.17% | 107 |
|
|
2024
Q1 | $622K | Buy |
2,229
+144
| +7% | +$40.2K | 0.2% | 99 |
|
|
2023
Q4 | $543K | Sell |
2,085
-14
| -0.7% | -$3.65K | 0.19% | 99 |
|
|
2023
Q3 | $483K | Sell |
2,099
-35
| -2% | -$8.05K | 0.19% | 103 |
|
|
2023
Q2 | $507K | Hold |
2,134
| – | – | 0.2% | 103 |
|
|
2023
Q1 | $481K | Sell |
2,134
-133
| -6% | -$30K | 0.2% | 98 |
|
|
2022
Q4 | $471K | Sell |
2,267
-72
| -3% | -$15K | 0.21% | 98 |
|
|
2022
Q3 | $416K | Sell |
2,339
-1,060
| -31% | -$189K | 0.21% | 111 |
|
|
2022
Q2 | $669K | Hold |
3,399
| – | – | 0.29% | 90 |
|
|
2022
Q1 | $754K | Sell |
3,399
-687
| -17% | -$152K | 0.29% | 93 |
|
|
2021
Q4 | $885K | Sell |
4,086
-136
| -3% | -$29.5K | 0.35% | 80 |
|
|
2021
Q3 | $940K | Sell |
4,222
-209
| -5% | -$46.5K | 0.4% | 67 |
|
|
2021
Q2 | $1.04M | Hold |
4,431
| – | – | 0.44% | 63 |
|
|
2021
Q1 | $938K | Buy |
4,431
+222
| +5% | +$47K | 0.46% | 64 |
|
|
2020
Q4 | $921K | Buy |
+4,209
| New | +$921K | 0.51% | 59 |
|