Graybill Wealth 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 | $6.04M | Buy |
17,021
+395
| +2% | +$140K | 1.97% | 23 |
|
|
2025
Q1 | $5.83M | Buy |
+16,626
| New | +$5.83M | 2% | 20 |
|
|
2024
Q3 | $4.64M | Sell |
16,885
-137
| -0.8% | -$37.7K | 1.72% | 29 |
|
|
2024
Q2 | $4.47M | Buy |
17,022
+403
| +2% | +$106K | 1.81% | 28 |
|
|
2024
Q1 | $4.64M | Buy |
16,619
+92
| +0.6% | +$25.7K | 1.95% | 27 |
|
|
2023
Q4 | $4.3M | Sell |
16,527
-39
| -0.2% | -$10.2K | 1.9% | 25 |
|
|
2023
Q3 | $3.81M | Sell |
16,566
-20
| -0.1% | -$4.6K | 1.86% | 26 |
|
|
2023
Q2 | $3.94M | Buy |
16,586
+73
| +0.4% | +$17.3K | 1.87% | 26 |
|
|
2023
Q1 | $3.72M | Buy |
16,513
+35
| +0.2% | +$7.89K | 1.9% | 26 |
|
|
2022
Q4 | $3.42M | Buy |
16,478
+124
| +0.8% | +$25.8K | 1.85% | 27 |
|
|
2022
Q3 | $2.91M | Sell |
16,354
-6
| -0% | -$1.07K | 1.73% | 31 |
|
|
2022
Q2 | $3.22M | Sell |
16,360
-16
| -0.1% | -$3.15K | 1.78% | 30 |
|
|
2022
Q1 | $3.63M | Buy |
16,376
+3,366
| +26% | +$747K | 1.77% | 33 |
|
|
2021
Q4 | $2.82M | Buy |
13,010
+35
| +0.3% | +$7.58K | 1.28% | 41 |
|
|
2021
Q3 | $2.89M | Buy |
12,975
+339
| +3% | +$75.5K | 1.42% | 40 |
|
|
2021
Q2 | $2.96M | Sell |
12,636
-75
| -0.6% | -$17.5K | 1.46% | 37 |
|
|
2021
Q1 | $2.69M | Buy |
12,711
+35
| +0.3% | +$7.41K | 1.43% | 39 |
|
|
2020
Q4 | $2.77M | Buy |
12,676
+32
| +0.3% | +$7K | 1.56% | 37 |
|
|
2020
Q3 | $2.53M | Sell |
12,644
-32
| -0.3% | -$6.4K | 1.65% | 31 |
|
|
2020
Q2 | $2.45M | Buy |
+12,676
| New | +$2.45M | 1.8% | 30 |
|