Copperleaf Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
5,397
+25
| +0.5% | +$8.88K | 0.97% | 26 |
|
|
2025
Q1 | $1.88M | Sell |
5,372
-184
| -3% | -$64.5K | 1.13% | 25 |
|
|
2024
Q4 | $1.76M | Buy |
5,556
+807
| +17% | +$255K | 1.11% | 26 |
|
|
2024
Q3 | $1.31M | Sell |
4,749
-101
| -2% | -$27.8K | 1% | 31 |
|
|
2024
Q2 | $1.27M | Sell |
4,850
-15
| -0.3% | -$3.94K | 1.02% | 30 |
|
|
2024
Q1 | $1.36M | Buy |
4,865
+138
| +3% | +$38.5K | 1.18% | 29 |
|
|
2023
Q4 | $1.23M | Sell |
4,727
-150
| -3% | -$39.1K | 1.25% | 24 |
|
|
2023
Q3 | $1.12M | Sell |
4,877
-675
| -12% | -$155K | 1.21% | 26 |
|
|
2023
Q2 | $1.32M | Sell |
5,552
-691
| -11% | -$164K | 1.24% | 26 |
|
|
2023
Q1 | $1.41M | Sell |
6,243
-234
| -4% | -$52.8K | 1.4% | 23 |
|
|
2022
Q4 | $1.35M | Sell |
6,477
-900
| -12% | -$187K | 1.55% | 19 |
|
|
2022
Q3 | $1.31M | Sell |
7,377
-591
| -7% | -$105K | 1.42% | 22 |
|
|
2022
Q2 | $1.57M | Buy |
7,968
+49
| +0.6% | +$9.65K | 1.59% | 21 |
|
|
2022
Q1 | $1.76M | Buy |
7,919
+449
| +6% | +$99.6K | 1.56% | 23 |
|
|
2021
Q4 | $1.62M | Buy |
7,470
+496
| +7% | +$108K | 1.4% | 25 |
|
|
2021
Q3 | $1.55M | Buy |
6,974
+162
| +2% | +$36.1K | 1.5% | 24 |
|
|
2021
Q2 | $1.59M | Sell |
6,812
-56
| -0.8% | -$13.1K | 1.56% | 23 |
|
|
2021
Q1 | $1.45M | Buy |
6,868
+221
| +3% | +$46.8K | 1.55% | 25 |
|
|
2020
Q4 | $1.45M | Sell |
6,647
-298
| -4% | -$65.2K | 1.24% | 25 |
|
|
2020
Q3 | $1.39M | Sell |
6,945
-102
| -1% | -$20.4K | 1.34% | 26 |
|
|
2020
Q2 | $1.36M | Sell |
7,047
-88
| -1% | -$17K | 1.41% | 24 |
|
|
2020
Q1 | $1.15M | Sell |
7,135
-736
| -9% | -$119K | 1.38% | 25 |
|
|
2019
Q4 | $1.48M | Buy |
+7,871
| New | +$1.48M | 1.5% | 23 |
|