Empowered Funds’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36M | Buy |
101,434
+16,068
| +19% | +$5.7M | 0.41% | 31 |
|
2025
Q1 | $29.9M | Buy |
85,366
+4,103
| +5% | +$1.44M | 0.43% | 25 |
|
2024
Q4 | $25.7M | Buy |
81,263
+8,692
| +12% | +$2.75M | 0.38% | 33 |
|
2024
Q3 | $20M | Buy |
72,571
+9,675
| +15% | +$2.66M | 0.31% | 41 |
|
2024
Q2 | $16.5M | Buy |
62,896
+4,390
| +8% | +$1.15M | 0.29% | 49 |
|
2024
Q1 | $16.3M | Buy |
58,506
+8,086
| +16% | +$2.26M | 0.29% | 56 |
|
2023
Q4 | $13.1M | Buy |
50,420
+2,125
| +4% | +$553K | 0.33% | 38 |
|
2023
Q3 | $11.1M | Buy |
48,295
+8,745
| +22% | +$2.01M | 0.33% | 40 |
|
2023
Q2 | $9.39M | Buy |
39,550
+2,453
| +7% | +$583K | 0.33% | 40 |
|
2023
Q1 | $8.36M | Buy |
+37,097
| New | +$8.36M | 0.49% | 38 |
|
2022
Q4 | – | Sell |
-9,419
| Closed | -$1.67M | – | 461 |
|
2022
Q3 | $1.67M | Buy |
9,419
+1,440
| +18% | +$256K | 0.16% | 134 |
|
2022
Q2 | $1.57M | Sell |
7,979
-351
| -4% | -$69.1K | 0.2% | 135 |
|
2022
Q1 | $1.85M | Buy |
8,330
+2,427
| +41% | +$538K | 0.2% | 128 |
|
2021
Q4 | $1.28M | Buy |
5,903
+4,067
| +222% | +$881K | 0.14% | 148 |
|
2021
Q3 | $409K | Buy |
+1,836
| New | +$409K | 0.05% | 194 |
|
2021
Q2 | – | Sell |
-3,196
| Closed | -$699K | – | 307 |
|
2021
Q1 | $699K | Hold |
3,196
| – | – | 0.13% | 154 |
|
2020
Q4 | $699K | Buy |
+3,196
| New | +$699K | 0.13% | 154 |
|