Gratus Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.95M | Buy |
26,495
+10,061
| +61% | +$2.64M | 0.28% | 88 |
|
|
2024
Q1 | $4.59M | Buy |
16,434
+7,153
| +77% | +$2M | 0.21% | 95 |
|
|
2023
Q4 | $2.42M | Buy |
9,281
+6,960
| +300% | +$1.81M | 0.14% | 110 |
|
|
2023
Q3 | $534K | Buy |
+2,321
| New | +$534K | 0.04% | 164 |
|
|
2023
Q2 | – | Sell |
-1,014
| Closed | -$229K | – | 246 |
|
|
2023
Q1 | $229K | Sell |
1,014
-170
| -14% | -$38.3K | 0.02% | 197 |
|
|
2022
Q4 | $246K | Buy |
+1,184
| New | +$246K | 0.02% | 197 |
|
|
2022
Q3 | – | Sell |
-1,052
| Closed | -$207K | – | 210 |
|
|
2022
Q2 | $207K | Buy |
+1,052
| New | +$207K | 0.02% | 179 |
|
|
2017
Q4 | – | Sell |
-2,462
| Closed | -$259K | – | 185 |
|
|
2017
Q3 | $259K | Buy |
2,462
+2
| +0.1% | +$210 | 0.04% | 160 |
|
|
2017
Q2 | $231K | Buy |
2,460
+2
| +0.1% | +$188 | 0.03% | 162 |
|
|
2017
Q1 | $218K | Buy |
+2,458
| New | +$218K | 0.03% | 161 |
|
|
2016
Q4 | – | Sell |
-2,982
| Closed | -$247K | – | 181 |
|
|
2016
Q3 | $247K | Buy |
+2,982
| New | +$247K | 0.04% | 159 |
|