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