Hillsdale Investment 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 | $6.61M | Buy |
18,615
+14,730
| +379% | +$5.23M | 0.24% | 83 |
|
|
2025
Q1 | $1.36M | Buy |
3,885
+880
| +29% | +$308K | 0.07% | 231 |
|
|
2024
Q4 | $950K | Buy |
3,005
+1,000
| +50% | +$316K | 0.05% | 246 |
|
|
2024
Q3 | $551K | Sell |
2,005
-828
| -29% | -$228K | 0.04% | 344 |
|
|
2024
Q2 | $744K | Buy |
2,833
+667
| +31% | +$175K | 0.06% | 238 |
|
|
2024
Q1 | $604K | Buy |
2,166
+73
| +3% | +$20.4K | 0.05% | 284 |
|
|
2023
Q4 | $545K | Sell |
2,093
-490
| -19% | -$128K | 0.04% | 276 |
|
|
2023
Q3 | $594K | Buy |
2,583
+1,160
| +82% | +$267K | 0.05% | 224 |
|
|
2023
Q2 | $338K | Buy |
1,423
+310
| +28% | +$73.6K | 0.03% | 311 |
|
|
2023
Q1 | $251K | Buy |
1,113
+180
| +19% | +$40.6K | 0.02% | 408 |
|
|
2022
Q4 | $194K | Sell |
933
-220
| -19% | -$45.7K | 0.02% | 407 |
|
|
2022
Q3 | $205K | Buy |
1,153
+90
| +8% | +$16K | 0.02% | 392 |
|
|
2022
Q2 | $209K | Buy |
1,063
+324
| +44% | +$63.7K | 0.02% | 397 |
|
|
2022
Q1 | $164K | Sell |
739
-50
| -6% | -$11.1K | 0.01% | 408 |
|
|
2021
Q4 | $171K | Sell |
789
-311
| -28% | -$67.4K | 0.01% | 415 |
|
|
2021
Q3 | $245K | Buy |
1,100
+280
| +34% | +$62.4K | 0.02% | 410 |
|
|
2021
Q2 | $192K | Sell |
820
-90
| -10% | -$21.1K | 0.02% | 409 |
|
|
2021
Q1 | $193K | Sell |
910
-40
| -4% | -$8.48K | 0.02% | 402 |
|
|
2020
Q4 | $208K | Hold |
950
| – | – | 0.02% | 387 |
|
|
2020
Q3 | $190K | Hold |
950
| – | – | 0.02% | 392 |
|
|
2020
Q2 | $184K | Sell |
950
-350
| -27% | -$67.8K | 0.02% | 393 |
|
|
2020
Q1 | $210K | Sell |
1,300
-135
| -9% | -$21.8K | 0.03% | 401 |
|
|
2019
Q4 | $270K | Hold |
1,435
| – | – | 0.02% | 397 |
|
|
2019
Q3 | $247K | Buy |
1,435
+175
| +14% | +$30.1K | 0.02% | 404 |
|
|
2019
Q2 | $219K | Buy |
1,260
+70
| +6% | +$12.2K | 0.02% | 393 |
|
|
2019
Q1 | $186K | Buy |
1,190
+1,180
| +11,800% | +$184K | 0.02% | 385 |
|
|
2018
Q4 | $1K | Sell |
10
-5
| -33% | -$500 | ﹤0.01% | 578 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $2K | Sell |
15
-5
| -25% | -$667 | ﹤0.01% | 479 |
|
|
2018
Q1 | $2K | Sell |
20
-15
| -43% | -$1.5K | ﹤0.01% | 451 |
|
|
2017
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 420 |
|