Guardian Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
5,153
-30
| -0.6% | -$10.7K | 0.06% | 112 |
|
|
2025
Q1 | $1.82M | Buy |
5,183
+93
| +2% | +$32.6K | 0.07% | 111 |
|
|
2024
Q4 | $1.61M | Buy |
5,090
+362
| +8% | +$114K | 0.06% | 112 |
|
|
2024
Q3 | $1.3M | Buy |
4,728
+1,004
| +27% | +$276K | 0.05% | 112 |
|
|
2024
Q2 | $977K | Buy |
3,724
+1,033
| +38% | +$271K | 0.04% | 112 |
|
|
2024
Q1 | $751K | Buy |
2,691
+147
| +6% | +$41K | 0.03% | 132 |
|
|
2023
Q4 | $662K | Sell |
2,544
-532
| -17% | -$139K | 0.02% | 132 |
|
|
2023
Q3 | $708K | Sell |
3,076
-4,150
| -57% | -$955K | 0.03% | 130 |
|
|
2023
Q2 | $1.72M | Sell |
7,226
-18,597
| -72% | -$4.42M | 0.05% | 110 |
|
|
2023
Q1 | $5.82M | Sell |
25,823
-3,126
| -11% | -$705K | 0.19% | 79 |
|
|
2022
Q4 | $6.01M | Sell |
28,949
-559
| -2% | -$116K | 0.2% | 79 |
|
|
2022
Q3 | $5.24M | Buy |
29,508
+1,228
| +4% | +$218K | 0.18% | 77 |
|
|
2022
Q2 | $5.57M | Buy |
28,280
+1,980
| +8% | +$390K | 0.17% | 82 |
|
|
2022
Q1 | $5.83M | Buy |
26,300
+2,000
| +8% | +$444K | 0.11% | 87 |
|
|
2021
Q4 | $5.27M | Buy |
24,300
+1,650
| +7% | +$358K | 0.1% | 85 |
|
|
2021
Q3 | $5.05M | Buy |
22,650
+1,415
| +7% | +$315K | 0.1% | 86 |
|
|
2021
Q2 | $4.97M | Buy |
21,235
+2,565
| +14% | +$600K | 0.1% | 88 |
|
|
2021
Q1 | $3.95M | Sell |
18,670
-490
| -3% | -$104K | 0.07% | 90 |
|
|
2020
Q4 | $4.19M | Buy |
19,160
+1,101
| +6% | +$241K | 0.1% | 81 |
|
|
2020
Q3 | $3.61M | Buy |
18,059
+1,927
| +12% | +$385K | 0.09% | 79 |
|
|
2020
Q2 | $3.12M | Buy |
16,132
+4,935
| +44% | +$953K | 0.08% | 76 |
|
|
2020
Q1 | $1.8M | Buy |
11,197
+998
| +10% | +$161K | 0.05% | 80 |
|
|
2019
Q4 | $1.92M | Buy |
10,199
+890
| +10% | +$167K | 0.04% | 84 |
|
|
2019
Q3 | $1.6M | Buy |
9,309
+1,701
| +22% | +$293K | 0.03% | 94 |
|
|
2019
Q2 | $1.32M | Buy |
7,608
+6,008
| +376% | +$1.04M | 0.03% | 99 |
|
|
2019
Q1 | $250K | Buy |
+1,600
| New | +$250K | ﹤0.01% | 176 |
|
|
2013
Q4 | – | Sell |
-4,720
| Closed | -$225K | – | 219 |
|
|
2013
Q3 | $225K | Hold |
4,720
| – | – | ﹤0.01% | 175 |
|
|
2013
Q2 | $216K | Buy |
+4,720
| New | +$216K | ﹤0.01% | 160 |
|