Godshalk Welsh Capital 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 | $1.33M | Sell |
3,750
-35
| -0.9% | -$12.4K | 0.82% | 37 |
|
|
2025
Q1 | $1.33M | Sell |
3,785
-50
| -1% | -$17.5K | 0.87% | 39 |
|
|
2024
Q4 | $1.21M | Sell |
3,835
-30
| -0.8% | -$9.48K | 0.78% | 40 |
|
|
2024
Q3 | $1.06M | Sell |
3,865
-294
| -7% | -$80.8K | 0.67% | 49 |
|
|
2024
Q2 | $1.09M | Hold |
4,159
| – | – | 0.73% | 42 |
|
|
2024
Q1 | $1.16M | Buy |
4,159
+4
| +0.1% | +$1.12K | 0.78% | 42 |
|
|
2023
Q4 | $1.08M | Sell |
4,155
-600
| -13% | -$156K | 0.78% | 42 |
|
|
2023
Q3 | $1.09M | Hold |
4,755
| – | – | 0.83% | 42 |
|
|
2023
Q2 | $1.13M | Hold |
4,755
| – | – | 0.78% | 44 |
|
|
2023
Q1 | $1.07M | Sell |
4,755
-25
| -0.5% | -$5.64K | 0.76% | 48 |
|
|
2022
Q4 | $993K | Sell |
4,780
-50
| -1% | -$10.4K | 0.72% | 52 |
|
|
2022
Q3 | $858K | Sell |
4,830
-50
| -1% | -$8.88K | 0.63% | 57 |
|
|
2022
Q2 | $961K | Hold |
4,880
| – | – | 0.69% | 53 |
|
|
2022
Q1 | $1.08M | Hold |
4,880
| – | – | 0.66% | 53 |
|
|
2021
Q4 | $1.06M | Hold |
4,880
| – | – | 0.6% | 55 |
|
|
2021
Q3 | $1.09M | Sell |
4,880
-50
| -1% | -$11.1K | 0.68% | 51 |
|
|
2021
Q2 | $1.2M | Sell |
4,930
-100
| -2% | -$24.4K | 0.75% | 46 |
|
|
2021
Q1 | $1.07M | Sell |
5,030
-10
| -0.2% | -$2.12K | 0.74% | 49 |
|
|
2020
Q4 | $1.1M | Sell |
5,040
-15
| -0.3% | -$3.28K | 0.81% | 45 |
|
|
2020
Q3 | $1.01M | Buy |
5,055
+35
| +0.7% | +$7K | 0.85% | 42 |
|
|
2020
Q2 | $970K | Hold |
5,020
| – | – | 0.91% | 40 |
|
|
2020
Q1 | $809K | Sell |
5,020
-50
| -1% | -$8.06K | 0.88% | 46 |
|
|
2019
Q4 | $953K | Hold |
5,070
| – | – | 0.79% | 51 |
|
|
2019
Q3 | $872K | Buy |
5,070
+20
| +0.4% | +$3.44K | 0.77% | 51 |
|
|
2019
Q2 | $876K | Sell |
5,050
-100
| -2% | -$17.3K | 0.81% | 49 |
|
|
2019
Q1 | $804K | Sell |
5,150
-116
| -2% | -$18.1K | 0.77% | 50 |
|
|
2018
Q4 | $695K | Buy |
5,266
+266
| +5% | +$35.1K | 0.78% | 52 |
|
|
2018
Q3 | $750K | Sell |
5,000
-100
| -2% | -$15K | 0.73% | 53 |
|
|
2018
Q2 | $675K | Hold |
5,100
| – | – | 0.71% | 56 |
|
|
2018
Q1 | $610K | Sell |
5,100
-100
| -2% | -$12K | 0.66% | 62 |
|
|
2017
Q4 | $593K | Hold |
5,200
| – | – | 0.6% | 65 |
|
|
2017
Q3 | $547K | Sell |
5,200
-800
| -13% | -$84.2K | 0.55% | 70 |
|
|
2017
Q2 | $563K | Hold |
6,000
| – | – | 0.56% | 66 |
|
|
2017
Q1 | $533K | Hold |
6,000
| – | – | 0.52% | 72 |
|
|
2016
Q4 | $468K | Hold |
6,000
| – | – | 0.48% | 76 |
|
|
2016
Q3 | $496K | Sell |
6,000
-500
| -8% | -$41.3K | 0.51% | 74 |
|
|
2016
Q2 | $482K | Sell |
6,500
-100
| -2% | -$7.42K | 0.51% | 81 |
|
|
2016
Q1 | $505K | Sell |
6,600
-150
| -2% | -$11.5K | 0.52% | 79 |
|
|
2015
Q4 | $523K | Sell |
6,750
-200
| -3% | -$15.5K | 0.55% | 74 |
|
|
2015
Q3 | $484K | Sell |
6,950
-50
| -0.7% | -$3.48K | 0.53% | 75 |
|
|
2015
Q2 | $470K | Sell |
7,000
-600
| -8% | -$40.3K | 0.48% | 80 |
|
|
2015
Q1 | $497K | Sell |
7,600
-200
| -3% | -$13.1K | 0.51% | 76 |
|
|
2014
Q4 | $511K | Buy |
+7,800
| New | +$511K | 0.47% | 78 |
|