Eclectic 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 | $342K | Buy |
964
+74
| +8% | +$26.3K | 0.07% | 95 |
|
2025
Q1 | $312K | Sell |
890
-2
| -0.2% | -$701 | 0.08% | 100 |
|
2024
Q4 | $282K | Sell |
892
-55
| -6% | -$17.4K | 0.08% | 104 |
|
2024
Q3 | $260K | Sell |
947
-16
| -2% | -$4.4K | 0.1% | 92 |
|
2024
Q2 | $253K | Buy |
963
+17
| +2% | +$4.46K | 0.11% | 82 |
|
2024
Q1 | $264K | Sell |
946
-102
| -10% | -$28.5K | 0.12% | 81 |
|
2023
Q4 | $273K | Buy |
1,048
+15
| +1% | +$3.91K | 0.13% | 72 |
|
2023
Q3 | $238K | Buy |
1,033
+70
| +7% | +$16.1K | 0.12% | 74 |
|
2023
Q2 | $229K | Sell |
963
-75
| -7% | -$17.8K | 0.11% | 75 |
|
2023
Q1 | $234K | Buy |
+1,038
| New | +$234K | 0.12% | 73 |
|
2022
Q2 | – | Sell |
-958
| Closed | -$212K | – | 76 |
|
2022
Q1 | $212K | Buy |
958
+1
| +0.1% | +$221 | 0.14% | 72 |
|
2021
Q4 | $207K | Buy |
957
+5
| +0.5% | +$1.08K | 0.13% | 74 |
|
2021
Q3 | $212K | Sell |
952
-5
| -0.5% | -$1.11K | 0.15% | 64 |
|
2021
Q2 | $224K | Hold |
957
| – | – | 0.17% | 61 |
|
2021
Q1 | $203K | Hold |
957
| – | – | 0.17% | 62 |
|
2020
Q4 | $209K | Buy |
+957
| New | +$209K | 0.2% | 55 |
|