Fountainhead AM’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
5,566
+194
| +4% | +$68.9K | 0.29% | 46 |
|
|
2025
Q1 | $1.88M | Buy |
5,372
+318
| +6% | +$111K | 0.31% | 39 |
|
|
2024
Q4 | $1.6M | Buy |
5,054
+116
| +2% | +$36.7K | 0.29% | 45 |
|
|
2024
Q3 | $1.36M | Buy |
4,938
+713
| +17% | +$196K | 0.29% | 43 |
|
|
2024
Q2 | $1.11M | Buy |
4,225
+100
| +2% | +$26.2K | 0.26% | 43 |
|
|
2024
Q1 | $1.15M | Sell |
4,125
-1,038
| -20% | -$290K | 0.28% | 40 |
|
|
2023
Q4 | $1.34M | Buy |
5,163
+359
| +7% | +$93.5K | 0.37% | 34 |
|
|
2023
Q3 | $1.11M | Buy |
4,804
+2,843
| +145% | +$654K | 0.39% | 30 |
|
|
2023
Q2 | $466K | Sell |
1,961
-136
| -6% | -$32.3K | 0.17% | 46 |
|
|
2023
Q1 | $473K | Sell |
2,097
-47
| -2% | -$10.6K | 0.19% | 46 |
|
|
2022
Q4 | $445K | Buy |
2,144
+132
| +7% | +$27.4K | 0.2% | 43 |
|
|
2022
Q3 | $357K | Sell |
2,012
-18
| -0.9% | -$3.19K | 0.18% | 47 |
|
|
2022
Q2 | $400K | Buy |
2,030
+4
| +0.2% | +$788 | 0.22% | 40 |
|
|
2022
Q1 | $449K | Buy |
2,026
+3
| +0.1% | +$665 | 0.2% | 39 |
|
|
2021
Q4 | $438K | Sell |
2,023
-6
| -0.3% | -$1.3K | 0.19% | 42 |
|
|
2021
Q3 | $452K | Sell |
2,029
-5
| -0.2% | -$1.11K | 0.22% | 37 |
|
|
2021
Q2 | $431K | Hold |
2,034
| – | – | 0.23% | 34 |
|
|
2021
Q1 | $431K | Buy |
2,034
+174
| +9% | +$36.9K | 0.23% | 34 |
|
|
2020
Q4 | $407K | Buy |
+1,860
| New | +$407K | 0.25% | 32 |
|