Dover 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 | $1.12M | Buy |
3,147
+76
| +2% | +$27K | 0.49% | 54 |
|
|
2025
Q1 | $1.08M | Buy |
3,071
+103
| +3% | +$36.1K | 0.47% | 60 |
|
|
2024
Q4 | $938K | Sell |
2,968
-12
| -0.4% | -$3.79K | 0.54% | 61 |
|
|
2024
Q3 | $819K | Sell |
2,980
-194
| -6% | -$53.3K | 0.46% | 69 |
|
|
2024
Q2 | $833K | Buy |
3,174
+740
| +30% | +$194K | 0.51% | 62 |
|
|
2024
Q1 | $679K | Buy |
2,434
+686
| +39% | +$191K | 0.47% | 67 |
|
|
2023
Q4 | $455K | Sell |
1,748
-192
| -10% | -$50K | 0.6% | 57 |
|
|
2023
Q3 | $446K | Sell |
1,940
-5
| -0.3% | -$1.15K | 0.45% | 67 |
|
|
2023
Q2 | $462K | Buy |
1,945
+131
| +7% | +$31.1K | 0.41% | 67 |
|
|
2023
Q1 | $409K | Buy |
1,814
+115
| +7% | +$25.9K | 0.39% | 69 |
|
|
2022
Q4 | $353K | Buy |
+1,699
| New | +$353K | 0.38% | 71 |
|