Family Capital 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 | $1.15M | Buy |
3,246
+771
| +31% | +$274K | 0.6% | 33 |
|
2025
Q1 | $867K | Buy |
2,475
+303
| +14% | +$106K | 0.54% | 37 |
|
2024
Q4 | $686K | Buy |
2,172
+216
| +11% | +$68.3K | 0.41% | 38 |
|
2024
Q3 | $538K | Buy |
1,956
+89
| +5% | +$24.5K | 0.35% | 43 |
|
2024
Q2 | $490K | Buy |
1,867
+88
| +5% | +$23.1K | 0.33% | 43 |
|
2024
Q1 | $496K | Sell |
1,779
-668
| -27% | -$186K | 0.35% | 42 |
|
2023
Q4 | $637K | Sell |
2,447
-92
| -4% | -$24K | 0.45% | 32 |
|
2023
Q3 | $584K | Buy |
2,539
+63
| +3% | +$14.5K | 0.39% | 33 |
|
2023
Q2 | $588K | Buy |
2,476
+171
| +7% | +$40.6K | 0.37% | 34 |
|
2023
Q1 | $520K | Buy |
2,305
+51
| +2% | +$11.5K | 0.22% | 33 |
|
2022
Q4 | $468K | Buy |
+2,254
| New | +$468K | 0.31% | 38 |
|