Founders Capital Management (Texas)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
600
| – | – | 0.13% | 53 |
|
|
2025
Q1 | $210K | Sell |
600
-19
| -3% | -$6.66K | 0.14% | 52 |
|
|
2024
Q4 | $196K | Hold |
619
| – | – | 0.12% | 54 |
|
|
2024
Q3 | $170K | Sell |
619
-116
| -16% | -$31.9K | 0.1% | 58 |
|
|
2024
Q2 | $193K | Sell |
735
-150
| -17% | -$39.4K | 0.13% | 54 |
|
|
2024
Q1 | $247K | Hold |
885
| – | – | 0.17% | 47 |
|
|
2023
Q4 | $230K | Buy |
885
+50
| +6% | +$13K | 0.17% | 47 |
|
|
2023
Q3 | $192K | Buy |
835
+35
| +4% | +$8.05K | 0.15% | 51 |
|
|
2023
Q2 | $190K | Sell |
800
-250
| -24% | -$59.4K | 0.14% | 61 |
|
|
2023
Q1 | $237K | Sell |
1,050
-200
| -16% | -$45.1K | 0.18% | 52 |
|
|
2022
Q4 | $260K | Hold |
1,250
| – | – | 0.2% | 54 |
|
|
2022
Q3 | $222K | Hold |
1,250
| – | – | 0.18% | 58 |
|
|
2022
Q2 | $246K | Sell |
1,250
-450
| -26% | -$88.6K | 0.19% | 53 |
|
|
2022
Q1 | $368K | Hold |
1,700
| – | – | 0.24% | 46 |
|
|
2021
Q4 | $368K | Hold |
1,700
| – | – | 0.24% | 46 |
|
|
2021
Q3 | $379K | Buy |
1,700
+100
| +6% | +$22.3K | 0.26% | 45 |
|
|
2021
Q2 | $374K | Buy |
1,600
+45
| +3% | +$10.5K | 0.24% | 44 |
|
|
2021
Q1 | $329K | Sell |
1,555
-1,550
| -50% | -$328K | 0.23% | 43 |
|
|
2020
Q4 | $590K | Buy |
+3,105
| New | +$590K | 0.42% | 34 |
|
|
2020
Q1 | $250K | Buy |
1,550
+600
| +63% | +$96.8K | 0.26% | 40 |
|
|
2019
Q4 | $179K | Hold |
950
| – | – | 0.14% | 54 |
|
|
2019
Q3 | $163K | Hold |
950
| – | – | 0.13% | 60 |
|
|
2019
Q2 | $165K | Sell |
950
-50
| -5% | -$8.68K | 0.15% | 61 |
|
|
2019
Q1 | $156K | Sell |
1,000
-500
| -33% | -$78K | 0.15% | 62 |
|
|
2018
Q4 | $198K | Hold |
1,500
| – | – | 0.21% | 54 |
|
|
2018
Q3 | $225K | Hold |
1,500
| – | – | 0.19% | 60 |
|
|
2018
Q2 | $199K | Hold |
1,500
| – | – | 0.17% | 65 |
|
|
2018
Q1 | $179K | Sell |
1,500
-200
| -12% | -$23.9K | 0.15% | 78 |
|
|
2017
Q4 | $194K | Hold |
1,700
| – | – | 0.16% | 76 |
|
|
2017
Q3 | $179K | Sell |
1,700
-100
| -6% | -$10.5K | 0.15% | 79 |
|
|
2017
Q2 | $169K | Sell |
1,800
-200
| -10% | -$18.8K | 0.15% | 78 |
|
|
2017
Q1 | $178K | Buy |
+2,000
| New | +$178K | 0.16% | 80 |
|