FWL 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 | $1.99M | Sell |
5,606
-481
| -8% | -$171K | 0.61% | 36 |
|
2025
Q1 | $2.13M | Sell |
6,087
-257
| -4% | -$90.1K | 0.79% | 30 |
|
2024
Q4 | $2M | Buy |
6,344
+29
| +0.5% | +$9.17K | 0.73% | 34 |
|
2024
Q3 | $1.74M | Buy |
6,315
+6,015
| +2,005% | +$1.65M | 0.67% | 36 |
|
2024
Q2 | $78.7K | Buy |
+300
| New | +$78.7K | 0.04% | 78 |
|
2024
Q1 | – | Sell |
-20
| Closed | -$5.21K | – | 286 |
|
2023
Q4 | $5.21K | Sell |
20
-50
| -71% | -$13K | ﹤0.01% | 191 |
|
2023
Q3 | $16.1K | Buy |
+70
| New | +$16.1K | 0.01% | 130 |
|
2023
Q1 | – | Sell |
-310
| Closed | -$64.4K | – | 195 |
|
2022
Q4 | $64.4K | Buy |
+310
| New | +$64.4K | 0.05% | 85 |
|
2022
Q3 | – | Sell |
-19,356
| Closed | -$3.81M | – | 74 |
|
2022
Q2 | $3.81M | Sell |
19,356
-8,375
| -30% | -$1.65M | 2.77% | 21 |
|
2022
Q1 | $6.15M | Buy |
27,731
+1,927
| +7% | +$427K | 3.8% | 10 |
|
2021
Q4 | $5.59M | Buy |
25,804
+3,377
| +15% | +$732K | 3.42% | 14 |
|
2021
Q3 | $5M | Buy |
22,427
+1,882
| +9% | +$419K | 3.14% | 14 |
|
2021
Q2 | $4.8M | Buy |
20,545
+1,430
| +7% | +$334K | 2.92% | 16 |
|
2021
Q1 | $4.05M | Buy |
19,115
+2,346
| +14% | +$497K | 2.73% | 18 |
|
2020
Q4 | $3.67M | Buy |
+16,769
| New | +$3.67M | 2.81% | 17 |
|