Column Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33M | Buy |
5,785
+1,312
| +29% | +$302K | 0.2% | 52 |
|
|
2023
Q2 | $1.06M | Sell |
4,473
-288
| -6% | -$68.4K | 0.15% | 58 |
|
|
2023
Q1 | $1.07M | Sell |
4,761
-492
| -9% | -$111K | 0.16% | 58 |
|
|
2022
Q4 | $1.09M | Sell |
5,253
-371
| -7% | -$77.1K | 0.18% | 53 |
|
|
2022
Q3 | $999K | Hold |
5,624
| – | – | 0.21% | 47 |
|
|
2022
Q2 | $1.11M | Hold |
5,624
| – | – | 0.21% | 45 |
|
|
2022
Q1 | $1.25M | Sell |
5,624
-382
| -6% | -$84.7K | 0.23% | 44 |
|
|
2021
Q4 | $1.3M | Sell |
6,006
-371
| -6% | -$80.4K | 0.25% | 47 |
|
|
2021
Q3 | $1.42M | Buy |
6,377
+20
| +0.3% | +$4.45K | 0.3% | 44 |
|
|
2021
Q2 | $1.49M | Sell |
6,357
-93
| -1% | -$21.7K | 0.31% | 40 |
|
|
2021
Q1 | $1.37M | Sell |
6,450
-202
| -3% | -$42.8K | 0.31% | 39 |
|
|
2020
Q4 | $1.46M | Buy |
6,652
+818
| +14% | +$179K | 0.37% | 31 |
|
|
2020
Q3 | $1.17M | Sell |
5,834
-72
| -1% | -$14.4K | 0.36% | 33 |
|
|
2020
Q2 | $1.14M | Sell |
5,906
-84
| -1% | -$16.2K | 0.38% | 32 |
|
|
2020
Q1 | $965K | Sell |
5,990
-544
| -8% | -$87.6K | 0.39% | 28 |
|
|
2019
Q4 | $1.23M | Buy |
+6,534
| New | +$1.23M | 0.62% | 23 |
|