GLOBALT Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Sell |
16,676
-148
| -0.9% | -$52.5K | 0.23% | 61 |
|
|
2025
Q1 | $5.9M | Sell |
16,824
-2,141
| -11% | -$750K | 0.24% | 61 |
|
|
2024
Q4 | $5.99M | Buy |
18,965
+9
| +0% | +$2.84K | 0.23% | 59 |
|
|
2024
Q3 | $5.21M | Sell |
18,956
-606
| -3% | -$167K | 0.2% | 70 |
|
|
2024
Q2 | $5.13M | Sell |
19,562
-404
| -2% | -$106K | 0.21% | 68 |
|
|
2024
Q1 | $5.57M | Sell |
19,966
-271
| -1% | -$75.6K | 0.22% | 63 |
|
|
2023
Q4 | $5.27M | Buy |
+20,237
| New | +$5.27M | 0.22% | 68 |
|