Freedom Investment 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 | $2.8M | Sell |
7,883
-110
| -1% | -$39.1K | 0.22% | 76 |
|
|
2025
Q1 | $2.8M | Sell |
7,993
-170
| -2% | -$59.6K | 0.24% | 72 |
|
|
2024
Q4 | $2.58M | Buy |
8,163
+48
| +0.6% | +$15.2K | 0.21% | 78 |
|
|
2024
Q3 | $2.23M | Buy |
8,115
+562
| +7% | +$155K | 0.18% | 91 |
|
|
2024
Q2 | $1.98M | Buy |
7,553
+779
| +11% | +$204K | 0.16% | 116 |
|
|
2024
Q1 | $1.89M | Buy |
6,774
+552
| +9% | +$154K | 0.15% | 129 |
|
|
2023
Q4 | $1.62M | Buy |
6,222
+344
| +6% | +$89.6K | 0.13% | 142 |
|
|
2023
Q3 | $1.35M | Buy |
5,878
+929
| +19% | +$214K | 0.17% | 140 |
|
|
2023
Q2 | $1.18M | Buy |
4,949
+1,715
| +53% | +$407K | 0.13% | 196 |
|
|
2023
Q1 | $729K | Buy |
3,234
+190
| +6% | +$42.8K | 0.08% | 307 |
|
|
2022
Q4 | $632K | Sell |
3,044
-747
| -20% | -$155K | 0.07% | 342 |
|
|
2022
Q3 | $673K | Sell |
3,791
-565
| -13% | -$100K | 0.08% | 333 |
|
|
2022
Q2 | $858K | Sell |
4,356
-2,208
| -34% | -$435K | 0.09% | 289 |
|
|
2022
Q1 | $1.46M | Sell |
6,564
-5,065
| -44% | -$1.12M | 0.13% | 203 |
|
|
2021
Q4 | $2.52M | Sell |
11,629
-393
| -3% | -$85.2K | 0.18% | 137 |
|
|
2021
Q3 | $2.68M | Sell |
12,022
-257
| -2% | -$57.2K | 0.2% | 117 |
|
|
2021
Q2 | $2.87M | Buy |
12,279
+133
| +1% | +$31.1K | 0.21% | 110 |
|
|
2021
Q1 | $2.57M | Sell |
12,146
-2,333
| -16% | -$494K | 0.2% | 117 |
|
|
2020
Q4 | $3.17M | Sell |
14,479
-1,028
| -7% | -$225K | 0.35% | 65 |
|
|
2020
Q3 | $3.1M | Sell |
15,507
-1,420
| -8% | -$284K | 0.34% | 61 |
|
|
2020
Q2 | $3.27M | Sell |
16,927
-1,189
| -7% | -$230K | 0.36% | 60 |
|
|
2020
Q1 | $3.67M | Sell |
18,116
-77
| -0.4% | -$15.6K | 0.32% | 69 |
|
|
2019
Q4 | $3.42M | Buy |
18,193
+2,197
| +14% | +$413K | 0.3% | 71 |
|
|
2019
Q3 | $2.75M | Buy |
15,996
+1,464
| +10% | +$252K | 0.24% | 82 |
|
|
2019
Q2 | $2.52M | Buy |
14,532
+185
| +1% | +$32.1K | 0.21% | 96 |
|
|
2019
Q1 | $2.24M | Buy |
14,347
+837
| +6% | +$131K | 0.18% | 120 |
|
|
2018
Q4 | $1.78M | Buy |
13,510
+405
| +3% | +$53.5K | 0.14% | 141 |
|
|
2018
Q3 | $1.94M | Sell |
13,105
-320
| -2% | -$47.3K | 0.12% | 165 |
|
|
2018
Q2 | $1.78M | Sell |
13,425
-5,481
| -29% | -$726K | 0.11% | 192 |
|
|
2018
Q1 | $2.26M | Sell |
18,906
-683
| -3% | -$81.7K | 0.12% | 149 |
|
|
2017
Q4 | $2.23M | Sell |
19,589
-542
| -3% | -$61.8K | 0.11% | 139 |
|
|
2017
Q3 | $2.12M | Buy |
20,131
+815
| +4% | +$85.8K | 0.12% | 129 |
|
|
2017
Q2 | $1.81M | Buy |
19,316
+4,480
| +30% | +$420K | 0.1% | 143 |
|
|
2017
Q1 | $1.32M | Buy |
14,836
+7,148
| +93% | +$635K | 0.08% | 213 |
|
|
2016
Q4 | $600K | Sell |
7,688
-314
| -4% | -$24.5K | 0.04% | 424 |
|
|
2016
Q3 | $662K | Buy |
8,002
+906
| +13% | +$75K | 0.04% | 370 |
|
|
2016
Q2 | $526K | Buy |
7,096
+521
| +8% | +$38.6K | 0.04% | 403 |
|
|
2016
Q1 | $503K | Buy |
6,575
+266
| +4% | +$20.4K | 0.04% | 399 |
|
|
2015
Q4 | $489K | Sell |
6,309
-1,312
| -17% | -$102K | 0.04% | 413 |
|
|
2015
Q3 | $398K | Buy |
+7,621
| New | +$398K | 0.04% | 386 |
|
|
2014
Q1 | – | Sell |
-4,696
| Closed | -$261K | – | 472 |
|
|
2013
Q4 | $261K | Sell |
4,696
-608
| -11% | -$33.8K | 0.06% | 312 |
|
|
2013
Q3 | $253K | Sell |
5,304
-1,504
| -22% | -$71.7K | 0.07% | 266 |
|
|
2013
Q2 | $311K | Buy |
+6,808
| New | +$311K | 0.11% | 172 |
|