Foster Dykema Cabot & 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 | $1.59M | Hold |
4,466
| – | – | 0.11% | 37 |
|
2025
Q1 | $1.57M | Buy |
4,466
+103
| +2% | +$36.1K | 0.13% | 37 |
|
2024
Q4 | $1.38M | Buy |
4,363
+1,035
| +31% | +$327K | 0.11% | 43 |
|
2024
Q3 | $915K | Buy |
3,328
+1,727
| +108% | +$475K | 0.08% | 51 |
|
2024
Q2 | $420K | Sell |
1,601
-40
| -2% | -$10.5K | 0.04% | 70 |
|
2024
Q1 | $458K | Hold |
1,641
| – | – | 0.04% | 67 |
|
2023
Q4 | $427K | Buy |
+1,641
| New | +$427K | 0.05% | 63 |
|