Drake & Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
2,154
+520
| +32% | +$185K | 0.19% | 56 |
|
|
2025
Q1 | $573K | Buy |
1,634
+71
| +5% | +$24.9K | 0.16% | 53 |
|
|
2024
Q4 | $544K | Buy |
1,563
+537
| +52% | +$187K | 0.15% | 54 |
|
|
2024
Q3 | $282K | Sell |
1,026
-1,235
| -55% | -$340K | 0.09% | 77 |
|
|
2024
Q2 | $594K | Sell |
2,261
-116
| -5% | -$30.5K | 0.21% | 32 |
|
|
2024
Q1 | $663K | Buy |
2,377
+112
| +5% | +$31.3K | 0.24% | 30 |
|
|
2023
Q4 | $590K | Buy |
2,265
+49
| +2% | +$12.8K | 0.24% | 31 |
|
|
2023
Q3 | $510K | Buy |
2,216
+42
| +2% | +$9.66K | 0.23% | 32 |
|
|
2023
Q2 | $516K | Buy |
2,174
+388
| +22% | +$92.2K | 0.23% | 33 |
|
|
2023
Q1 | $403K | Buy |
1,786
+8
| +0.4% | +$1.8K | 0.2% | 35 |
|
|
2022
Q4 | $369K | Buy |
1,778
+124
| +7% | +$25.8K | 0.2% | 41 |
|
|
2022
Q3 | $294K | Buy |
+1,654
| New | +$294K | 0.17% | 33 |
|