Harper Investing’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
4,945
-151
| -3% | -$53.6K | 0.98% | 29 |
|
|
2025
Q1 | $1.79M | Buy |
5,096
+635
| +14% | +$223K | 1.18% | 21 |
|
|
2024
Q4 | $1.41M | Sell |
4,461
-591
| -12% | -$187K | 1.04% | 24 |
|
|
2024
Q3 | $1.39M | Buy |
5,052
+1,642
| +48% | +$451K | 0.91% | 27 |
|
|
2024
Q2 | $895K | Buy |
3,410
+2,008
| +143% | +$527K | 0.88% | 31 |
|
|
2024
Q1 | $391K | Buy |
+1,402
| New | +$391K | 0.46% | 28 |
|
|
2023
Q1 | – | Sell |
-2,295
| Closed | -$477K | – | 37 |
|
|
2022
Q4 | $477K | Sell |
2,295
-4,109
| -64% | -$854K | 0.59% | 24 |
|
|
2022
Q3 | $1.14M | Buy |
6,404
+985
| +18% | +$176K | 1.17% | 20 |
|
|
2022
Q2 | $1.07M | Buy |
5,419
+522
| +11% | +$103K | 1.08% | 20 |
|
|
2022
Q1 | $1.09M | Buy |
+4,897
| New | +$1.09M | 1.01% | 21 |
|