Greenwood Capital Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $270K | Hold |
892
| – | – | 0.03% | 271 |
|
|
2025
Q4 | $313K | Hold |
892
| – | – | 0.03% | 238 |
|
|
2025
Q3 | $305K | Sell |
892
-10
| -1% | -$3.46K | 0.04% | 232 |
|
|
2025
Q2 | $320K | Sell |
902
-162
| -15% | -$56.5K | 0.04% | 222 |
|
|
2025
Q1 | $373K | Sell |
1,064
-42
| -4% | -$14.2K | 0.05% | 203 |
|
|
2024
Q4 | $350K | Hold |
1,106
| – | – | 0.05% | 214 |
|
|
2024
Q3 | $304K | Sell |
1,106
-13
| -1% | -$3.52K | 0.04% | 213 |
|
|
2024
Q2 | $294K | Buy |
1,119
+127
| +13% | +$34.8K | 0.04% | 212 |
|
|
2024
Q1 | $277K | Sell |
992
-5
| -0.5% | -$1.38K | 0.04% | 228 |
|
|
2023
Q4 | $260K | Buy |
997
+71
| +8% | +$17.5K | 0.03% | 230 |
|
|
2023
Q3 | $213K | Sell |
926
-27
| -3% | -$6.49K | 0.03% | 243 |
|
|
2023
Q2 | $226K | Buy |
953
+10
| +1% | +$2.29K | 0.03% | 227 |
|
|
2023
Q1 | $213K | Sell |
943
-702
| -43% | -$156K | 0.03% | 225 |
|
|
2022
Q4 | $342K | Buy |
1,645
+49
| +3% | +$9.88K | 0.06% | 193 |
|
|
2022
Q3 | $284K | Sell |
1,596
-30
| -2% | -$6.11K | 0.05% | 206 |
|
|
2022
Q2 | $320K | Buy |
1,626
+1,041
| +178% | +$215K | 0.05% | 191 |
|
|
2022
Q1 | $130K | Sell |
585
-1,212
| -67% | -$262K | 0.03% | 144 |
|
|
2021
Q4 | $389K | Buy |
1,797
+323
| +22% | +$69.3K | 0.06% | 192 |
|
|
2021
Q3 | $329K | Sell |
1,474
-42
| -3% | -$9.85K | 0.05% | 190 |
|
|
2021
Q2 | $354K | Buy |
1,516
+87
| +6% | +$19.9K | 0.05% | 194 |
|
|
2021
Q1 | $303K | Sell |
1,429
-186
| -12% | -$39.2K | 0.05% | 201 |
|
|
2020
Q4 | $353K | Sell |
1,615
-121
| -7% | -$24.8K | 0.06% | 179 |
|
|
2020
Q3 | $347K | Sell |
1,736
-3
| -0.2% | -$599 | 0.07% | 155 |
|
|
2020
Q2 | $336K | Buy |
+1,739
| New | +$318K | 0.08% | 130 |
|
Other funds holding V
VCM
VPM
