Court Place Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
3,958
+13
| +0.3% | +$4.62K | 0.44% | 50 |
|
|
2025
Q1 | $1.38M | Buy |
3,945
+192
| +5% | +$67.3K | 0.46% | 49 |
|
|
2024
Q4 | $1.19M | Sell |
3,753
-168
| -4% | -$53.1K | 0.38% | 56 |
|
|
2024
Q3 | $1.08M | Buy |
3,921
+1,141
| +41% | +$314K | 0.31% | 68 |
|
|
2024
Q2 | $730K | Hold |
2,780
| – | – | 0.23% | 80 |
|
|
2024
Q1 | $776K | Hold |
2,780
| – | – | 0.25% | 78 |
|
|
2023
Q4 | $724K | Hold |
2,780
| – | – | 0.24% | 85 |
|
|
2023
Q3 | $640K | Sell |
2,780
-26
| -0.9% | -$5.98K | 0.23% | 86 |
|
|
2023
Q2 | $666K | Hold |
2,806
| – | – | 0.23% | 82 |
|
|
2023
Q1 | $633K | Hold |
2,806
| – | – | 0.23% | 89 |
|
|
2022
Q4 | $583K | Hold |
2,806
| – | – | 0.21% | 94 |
|
|
2022
Q3 | $498K | Sell |
2,806
-50
| -2% | -$8.87K | 0.2% | 97 |
|
|
2022
Q2 | $562K | Hold |
2,856
| – | – | 0.21% | 93 |
|
|
2022
Q1 | $633K | Sell |
2,856
-670
| -19% | -$148K | 0.2% | 95 |
|
|
2021
Q4 | $764K | Buy |
3,526
+790
| +29% | +$171K | 0.21% | 92 |
|
|
2021
Q3 | $609K | Buy |
2,736
+440
| +19% | +$97.9K | 0.18% | 99 |
|
|
2021
Q2 | $537K | Buy |
2,296
+425
| +23% | +$99.4K | 0.16% | 112 |
|
|
2021
Q1 | $396K | Buy |
1,871
+840
| +81% | +$178K | 0.12% | 127 |
|
|
2020
Q4 | $226K | Buy |
+1,031
| New | +$226K | 0.08% | 159 |
|