Granite Harbor Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Buy |
3,048
+262
| +9% | +$93K | 0.51% | 40 |
|
2025
Q1 | $976K | Buy |
2,786
+643
| +30% | +$225K | 0.52% | 41 |
|
2024
Q4 | $677K | Buy |
2,143
+33
| +2% | +$10.4K | 0.37% | 55 |
|
2024
Q3 | $580K | Buy |
2,110
+402
| +24% | +$111K | 0.34% | 58 |
|
2024
Q2 | $448K | Sell |
1,708
-14
| -0.8% | -$3.67K | 0.28% | 58 |
|
2024
Q1 | $481K | Buy |
1,722
+66
| +4% | +$18.4K | 0.33% | 54 |
|
2023
Q4 | $431K | Buy |
1,656
+60
| +4% | +$15.6K | 0.32% | 50 |
|
2023
Q3 | $367K | Hold |
1,596
| – | – | 0.29% | 54 |
|
2023
Q2 | $379K | Buy |
1,596
+100
| +7% | +$23.7K | 0.29% | 53 |
|
2023
Q1 | $337K | Buy |
1,496
+338
| +29% | +$76.2K | 0.31% | 56 |
|
2022
Q4 | $241K | Buy |
+1,158
| New | +$241K | 0.25% | 58 |
|