Fulcrum Equity Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-762
| Closed | -$200K | – | 156 |
|
|
2024
Q2 | $200K | Buy |
+762
| New | +$200K | 0.18% | 129 |
|
|
2022
Q1 | – | Sell |
-1,338
| Closed | -$290K | – | 188 |
|
|
2021
Q4 | $290K | Sell |
1,338
-49
| -4% | -$10.6K | 0.11% | 137 |
|
|
2021
Q3 | $309K | Buy |
+1,387
| New | +$309K | 0.12% | 126 |
|
|
2021
Q1 | – | Sell |
-9,937
| Closed | -$2.17M | – | 208 |
|
|
2020
Q4 | $2.17M | Buy |
9,937
+1,766
| +22% | +$386K | 0.87% | 40 |
|
|
2020
Q3 | $1.63M | Buy |
8,171
+855
| +12% | +$171K | 0.76% | 40 |
|
|
2020
Q2 | $1.41M | Buy |
7,316
+3,544
| +94% | +$684K | 0.67% | 33 |
|
|
2020
Q1 | $608K | Buy |
3,772
+914
| +32% | +$147K | 0.43% | 13 |
|
|
2019
Q4 | $537K | Buy |
2,858
+94
| +3% | +$17.7K | 0.28% | 54 |
|
|
2019
Q3 | $475K | Buy |
2,764
+291
| +12% | +$50K | 0.24% | 48 |
|
|
2019
Q2 | $443K | Sell |
2,473
-236
| -9% | -$42.3K | 0.21% | 51 |
|
|
2019
Q1 | $423K | Sell |
2,709
-3,661
| -57% | -$572K | 0.15% | 48 |
|
|
2018
Q4 | $841K | Buy |
+6,370
| New | +$841K | 0.31% | 11 |
|