Copperwynd Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
4,576
-734
| -14% | -$261K | 0.41% | 45 |
|
|
2025
Q1 | $1.86M | Buy |
5,310
+158
| +3% | +$55.4K | 0.51% | 37 |
|
|
2024
Q4 | $1.63M | Buy |
5,152
+44
| +0.9% | +$13.9K | 0.45% | 40 |
|
|
2024
Q3 | $1.4M | Buy |
5,108
+378
| +8% | +$104K | 0.42% | 40 |
|
|
2024
Q2 | $1.26M | Buy |
4,730
+605
| +15% | +$161K | 0.41% | 40 |
|
|
2024
Q1 | $1.15M | Buy |
4,125
+187
| +5% | +$52.2K | 0.41% | 39 |
|
|
2023
Q4 | $1.03M | Sell |
3,938
-100
| -2% | -$26K | 0.41% | 39 |
|
|
2023
Q3 | $929K | Sell |
4,038
-276
| -6% | -$63.5K | 0.44% | 37 |
|
|
2023
Q2 | $1.02M | Buy |
4,314
+10
| +0.2% | +$2.38K | 0.48% | 44 |
|
|
2023
Q1 | $970K | Buy |
4,304
+1,947
| +83% | +$439K | 0.5% | 42 |
|
|
2022
Q4 | $490K | Sell |
2,357
-322
| -12% | -$66.9K | 0.28% | 89 |
|
|
2022
Q3 | $476K | Sell |
2,679
-86
| -3% | -$15.3K | 0.27% | 80 |
|
|
2022
Q2 | $544K | Sell |
2,765
-238
| -8% | -$46.8K | 0.32% | 73 |
|
|
2022
Q1 | $666K | Sell |
3,003
-121
| -4% | -$26.8K | 0.28% | 67 |
|
|
2021
Q4 | $677K | Buy |
3,124
+140
| +5% | +$30.3K | 0.26% | 70 |
|
|
2021
Q3 | $665K | Buy |
2,984
+311
| +12% | +$69.3K | 0.27% | 66 |
|
|
2021
Q2 | $625K | Buy |
2,673
+548
| +26% | +$128K | 0.27% | 60 |
|
|
2021
Q1 | $450K | Buy |
2,125
+251
| +13% | +$53.2K | 0.2% | 93 |
|
|
2020
Q4 | $410K | Buy |
1,874
+335
| +22% | +$73.3K | 0.2% | 91 |
|
|
2020
Q3 | $308K | Buy |
1,539
+464
| +43% | +$92.9K | 0.16% | 97 |
|
|
2020
Q2 | $208K | Buy |
+1,075
| New | +$208K | 0.12% | 104 |
|