HPC
Hobart Private Capital’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5M | Buy |
4,215
+3,062
| +266% | +$1.09M | 0.34% | 50 |
|
2025
Q1 | $404K | Buy |
1,153
+27
| +2% | +$9.46K | 0.1% | 70 |
|
2024
Q4 | $356K | Buy |
1,126
+355
| +46% | +$112K | 0.09% | 72 |
|
2024
Q3 | $212K | Buy |
+771
| New | +$212K | 0.05% | 82 |
|
2021
Q4 | – | Sell |
-3,887
| Closed | -$866K | – | 89 |
|
2021
Q3 | $866K | Buy |
3,887
+1,454
| +60% | +$324K | 0.34% | 30 |
|
2021
Q2 | $569K | Sell |
2,433
-31
| -1% | -$7.25K | 0.23% | 74 |
|
2021
Q1 | $522K | Sell |
2,464
-33
| -1% | -$6.99K | 0.21% | 84 |
|
2020
Q4 | $546K | Buy |
2,497
+205
| +9% | +$44.8K | 0.24% | 81 |
|
2020
Q3 | $458K | Buy |
2,292
+99
| +5% | +$19.8K | 0.24% | 90 |
|
2020
Q2 | $424K | Sell |
2,193
-589
| -21% | -$114K | 0.24% | 105 |
|
2020
Q1 | $448K | Buy |
2,782
+348
| +14% | +$56.1K | 0.31% | 80 |
|
2019
Q4 | $457K | Buy |
2,434
+243
| +11% | +$45.7K | 0.28% | 101 |
|
2019
Q3 | $377K | Buy |
2,191
+23
| +1% | +$3.96K | 0.26% | 98 |
|
2019
Q2 | $376K | Buy |
2,168
+183
| +9% | +$31.8K | 0.26% | 86 |
|
2019
Q1 | $310K | Buy |
1,985
+96
| +5% | +$15K | 0.24% | 113 |
|
2018
Q4 | $249K | Buy |
1,889
+230
| +14% | +$30.3K | 0.21% | 109 |
|
2018
Q3 | $249K | Buy |
+1,659
| New | +$249K | 0.19% | 119 |
|