Delta Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
3,906
-181
| -4% | -$64.3K | 0.27% | 69 |
|
|
2025
Q1 | $1.43M | Sell |
4,087
-3,598
| -47% | -$1.26M | 0.29% | 57 |
|
|
2024
Q4 | $2.43M | Sell |
7,685
-930
| -11% | -$294K | 0.47% | 41 |
|
|
2024
Q3 | $2.37M | Buy |
8,615
+707
| +9% | +$194K | 0.48% | 39 |
|
|
2024
Q2 | $2.08M | Buy |
7,908
+648
| +9% | +$170K | 0.46% | 40 |
|
|
2024
Q1 | $2.03M | Sell |
7,260
-136
| -2% | -$38K | 0.46% | 43 |
|
|
2023
Q4 | $1.93M | Sell |
7,396
-254
| -3% | -$66.1K | 0.48% | 37 |
|
|
2023
Q3 | $1.76M | Sell |
7,650
-207
| -3% | -$47.6K | 0.49% | 34 |
|
|
2023
Q2 | $1.87M | Buy |
7,857
+73
| +0.9% | +$17.3K | 0.51% | 39 |
|
|
2023
Q1 | $1.76M | Sell |
7,784
-366
| -4% | -$82.5K | 0.5% | 37 |
|
|
2022
Q4 | $1.69M | Sell |
8,150
-7,796
| -49% | -$1.62M | 0.55% | 38 |
|
|
2022
Q3 | $2.83M | Buy |
15,946
+1,026
| +7% | +$182K | 1.23% | 22 |
|
|
2022
Q2 | $2.94M | Sell |
14,920
-674
| -4% | -$133K | 1.34% | 24 |
|
|
2022
Q1 | $3.46M | Buy |
15,594
+812
| +5% | +$180K | 1.03% | 21 |
|
|
2021
Q4 | $3.2M | Buy |
14,782
+2,174
| +17% | +$471K | 0.92% | 27 |
|
|
2021
Q3 | $2.81M | Sell |
12,608
-210
| -2% | -$46.8K | 0.88% | 30 |
|
|
2021
Q2 | $3M | Buy |
12,818
+302
| +2% | +$70.6K | 0.89% | 31 |
|
|
2021
Q1 | $2.65M | Buy |
12,516
+3,095
| +33% | +$655K | 0.84% | 40 |
|
|
2020
Q4 | $2.06M | Buy |
9,421
+433
| +5% | +$94.7K | 0.66% | 52 |
|
|
2020
Q3 | $1.8M | Buy |
8,988
+40
| +0.4% | +$8K | 0.97% | 24 |
|
|
2020
Q2 | $1.73M | Buy |
8,948
+1,611
| +22% | +$311K | 0.72% | 50 |
|
|
2020
Q1 | $1.18M | Buy |
7,337
+3,782
| +106% | +$609K | 0.9% | 24 |
|
|
2019
Q4 | $667K | Buy |
+3,555
| New | +$667K | 0.24% | 64 |
|