Great Diamond 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 | $2.26M | Buy |
6,353
+639
| +11% | +$227K | 0.48% | 60 |
|
|
2025
Q1 | $2M | Sell |
5,714
-452
| -7% | -$158K | 0.55% | 55 |
|
|
2024
Q4 | $1.95M | Sell |
6,166
-22
| -0.4% | -$6.95K | 0.5% | 60 |
|
|
2024
Q3 | $1.7M | Sell |
6,188
-2,822
| -31% | -$776K | 0.43% | 68 |
|
|
2024
Q2 | $2.36M | Sell |
9,010
-53
| -0.6% | -$13.9K | 0.56% | 53 |
|
|
2024
Q1 | $2.53M | Sell |
9,063
-60
| -0.7% | -$16.7K | 0.58% | 52 |
|
|
2023
Q4 | $2.38M | Sell |
9,123
-39
| -0.4% | -$10.2K | 0.59% | 50 |
|
|
2023
Q3 | $2.11M | Buy |
9,162
+109
| +1% | +$25.1K | 0.57% | 50 |
|
|
2023
Q2 | $2.15M | Buy |
9,053
+868
| +11% | +$206K | 0.57% | 52 |
|
|
2023
Q1 | $1.85M | Sell |
8,185
-191
| -2% | -$43.1K | 0.53% | 46 |
|
|
2022
Q4 | $1.74M | Buy |
8,376
+76
| +0.9% | +$15.8K | 0.54% | 51 |
|
|
2022
Q3 | $1.47M | Sell |
8,300
-98
| -1% | -$17.4K | 0.5% | 55 |
|
|
2022
Q2 | $1.65M | Buy |
8,398
+11
| +0.1% | +$2.17K | 0.55% | 48 |
|
|
2022
Q1 | $1.86M | Sell |
8,387
-741
| -8% | -$164K | 0.52% | 52 |
|
|
2021
Q4 | $1.98M | Buy |
9,128
+225
| +3% | +$48.8K | 0.51% | 54 |
|
|
2021
Q3 | $1.98M | Buy |
8,903
+1,730
| +24% | +$385K | 0.54% | 52 |
|
|
2021
Q2 | $1.68M | Buy |
7,173
+9
| +0.1% | +$2.1K | 0.47% | 60 |
|
|
2021
Q1 | $1.52M | Sell |
7,164
-191
| -3% | -$40.4K | 0.47% | 59 |
|
|
2020
Q4 | $1.61M | Sell |
7,355
-712
| -9% | -$156K | 0.51% | 51 |
|
|
2020
Q3 | $1.61M | Buy |
8,067
+170
| +2% | +$34K | 0.59% | 44 |
|
|
2020
Q2 | $1.53M | Buy |
7,897
+362
| +5% | +$69.9K | 0.63% | 41 |
|
|
2020
Q1 | $1.21M | Sell |
7,535
-422
| -5% | -$68K | 0.62% | 42 |
|
|
2019
Q4 | $1.5M | Buy |
+7,957
| New | +$1.5M | 0.57% | 45 |
|