Crown Oak 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 | $23M | Sell |
64,673
-151
| -0.2% | -$53.6K | 10.86% | 2 |
|
|
2025
Q1 | $22.7M | Buy |
64,824
+808
| +1% | +$283K | 11.48% | 2 |
|
|
2024
Q4 | $20.2M | Buy |
64,016
+2,668
| +4% | +$843K | 10.41% | 2 |
|
|
2024
Q3 | $16.9M | Sell |
61,348
-2,301
| -4% | -$633K | 9.37% | 2 |
|
|
2024
Q2 | $16.7M | Buy |
63,649
+14
| +0% | +$3.68K | 9.44% | 2 |
|
|
2024
Q1 | $17.8M | Buy |
63,635
+148
| +0.2% | +$41.3K | 9.78% | 2 |
|
|
2023
Q4 | $16.6M | Buy |
+63,487
| New | +$16.6M | 9.72% | 2 |
|