Golden State Equity Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
12,175
+999
| +9% | +$355K | 0.8% | 22 |
|
|
2025
Q1 | $3.92M | Sell |
11,176
-268
| -2% | -$93.9K | 0.78% | 20 |
|
|
2024
Q4 | $3.62M | Buy |
11,444
+10,009
| +697% | +$3.16M | 0.69% | 27 |
|
|
2024
Q3 | $395K | Sell |
1,435
-10,101
| -88% | -$2.78M | 0.21% | 120 |
|
|
2024
Q2 | $3.03M | Buy |
+11,536
| New | +$3.03M | 0.63% | 29 |
|
|
2023
Q4 | $3.1M | Buy |
11,905
+3
| +0% | +$781 | 0.75% | 27 |
|
|
2023
Q3 | $2.74M | Buy |
11,902
+575
| +5% | +$132K | 0.76% | 31 |
|
|
2023
Q2 | $2.69M | Buy |
11,327
+6,627
| +141% | +$1.57M | 0.76% | 29 |
|
|
2023
Q1 | $1.06M | Buy |
+4,700
| New | +$1.06M | 0.57% | 56 |
|
|
2022
Q1 | $685K | Buy |
3,088
+163
| +6% | +$36.2K | 0.34% | 81 |
|
|
2021
Q4 | $634K | Sell |
2,925
-968
| -25% | -$210K | 0.32% | 78 |
|
|
2021
Q3 | $867K | Sell |
3,893
-55
| -1% | -$12.2K | 0.35% | 65 |
|
|
2021
Q2 | $923K | Buy |
3,948
+1,556
| +65% | +$364K | 0.36% | 69 |
|
|
2021
Q1 | $506K | Sell |
2,392
-75
| -3% | -$15.9K | 0.29% | 89 |
|
|
2020
Q4 | $539K | Buy |
+2,467
| New | +$539K | 0.37% | 75 |
|