Fort Point Capital Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
8,695
-382
| -4% | -$136K | 0.22% | 61 |
|
|
2025
Q1 | $3.18M | Sell |
9,077
-501
| -5% | -$176K | 0.35% | 54 |
|
|
2024
Q4 | $3.03M | Buy |
9,578
+411
| +4% | +$130K | 0.33% | 58 |
|
|
2024
Q3 | $2.52M | Buy |
9,167
+1,210
| +15% | +$333K | 0.31% | 53 |
|
|
2024
Q2 | $2.09M | Sell |
7,957
-217
| -3% | -$57K | 0.26% | 62 |
|
|
2024
Q1 | $2.28M | Sell |
8,174
-562
| -6% | -$157K | 0.3% | 56 |
|
|
2023
Q4 | $2.27M | Buy |
8,736
+16
| +0.2% | +$4.17K | 0.32% | 47 |
|
|
2023
Q3 | $2.01M | Buy |
8,720
+694
| +9% | +$160K | 0.31% | 48 |
|
|
2023
Q2 | $1.91M | Sell |
8,026
-78
| -1% | -$18.5K | 0.27% | 51 |
|
|
2023
Q1 | $1.83M | Buy |
8,104
+66
| +0.8% | +$14.9K | 0.28% | 59 |
|
|
2022
Q4 | $1.67M | Buy |
8,038
+25
| +0.3% | +$5.19K | 0.26% | 62 |
|
|
2022
Q3 | $1.42M | Buy |
8,013
+49
| +0.6% | +$8.71K | 0.24% | 71 |
|
|
2022
Q2 | $1.57M | Buy |
7,964
+13
| +0.2% | +$2.56K | 0.26% | 65 |
|
|
2022
Q1 | $1.76M | Buy |
7,951
+470
| +6% | +$104K | 0.25% | 67 |
|
|
2021
Q4 | $1.62M | Buy |
7,481
+75
| +1% | +$16.3K | 0.22% | 67 |
|
|
2021
Q3 | $1.65M | Buy |
7,406
+6,230
| +530% | +$1.39M | 0.25% | 59 |
|
|
2021
Q2 | $275K | Hold |
1,176
| – | – | 0.05% | 134 |
|
|
2021
Q1 | $249K | Buy |
1,176
+10
| +0.9% | +$2.12K | 0.05% | 131 |
|
|
2020
Q4 | $255K | Sell |
1,166
-13
| -1% | -$2.84K | 0.06% | 116 |
|
|
2020
Q3 | $236K | Sell |
1,179
-1,421
| -55% | -$284K | 0.06% | 111 |
|
|
2020
Q2 | $502K | Buy |
2,600
+115
| +5% | +$22.2K | 0.16% | 64 |
|
|
2020
Q1 | $400K | Buy |
2,485
+94
| +4% | +$15.1K | 0.17% | 57 |
|
|
2019
Q4 | $449K | Sell |
2,391
-300
| -11% | -$56.3K | 0.16% | 67 |
|
|
2019
Q3 | $463K | Buy |
2,691
+1,381
| +105% | +$238K | 0.17% | 61 |
|
|
2019
Q2 | $227K | Sell |
1,310
-275
| -17% | -$47.7K | 0.09% | 90 |
|
|
2019
Q1 | $248K | Sell |
1,585
-3,591
| -69% | -$562K | 0.11% | 90 |
|
|
2018
Q4 | $683K | Buy |
5,176
+200
| +4% | +$26.4K | 0.28% | 54 |
|
|
2018
Q3 | $747K | Sell |
4,976
-1,085
| -18% | -$163K | 0.23% | 55 |
|
|
2018
Q2 | $803K | Buy |
6,061
+260
| +4% | +$34.4K | 0.27% | 44 |
|
|
2018
Q1 | $694K | Buy |
5,801
+3,596
| +163% | +$430K | 0.25% | 65 |
|
|
2017
Q4 | $251K | Buy |
2,205
+149
| +7% | +$17K | 0.12% | 109 |
|
|
2017
Q3 | $216K | Sell |
2,056
-614
| -23% | -$64.5K | 0.1% | 118 |
|
|
2017
Q2 | $250K | Sell |
2,670
-400
| -13% | -$37.5K | 0.14% | 81 |
|
|
2017
Q1 | $273K | Sell |
3,070
-68
| -2% | -$6.05K | 0.14% | 81 |
|
|
2016
Q4 | $258K | Sell |
3,138
-1,360
| -30% | -$112K | 0.14% | 78 |
|
|
2016
Q3 | $372K | Sell |
4,498
-21,641
| -83% | -$1.79M | 0.17% | 88 |
|
|
2016
Q2 | $1.94M | Buy |
26,139
+832
| +3% | +$61.7K | 0.94% | 23 |
|
|
2016
Q1 | $1.94M | Buy |
25,307
+22,567
| +824% | +$1.73M | 0.98% | 24 |
|
|
2015
Q4 | $212K | Buy |
+2,740
| New | +$212K | 0.11% | 100 |
|