Hoertkorn Richard Charles’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Hold |
46
| – | – | 0.01% | 64 |
|
|
2025
Q1 | $16.1K | Hold |
46
| – | – | 0.01% | 65 |
|
|
2024
Q4 | $14.5K | Hold |
46
| – | – | 0.01% | 68 |
|
|
2024
Q3 | $12.6K | Hold |
46
| – | – | 0.01% | 69 |
|
|
2024
Q2 | $12.1K | Hold |
46
| – | – | 0.01% | 68 |
|
|
2024
Q1 | $12.8K | Hold |
46
| – | – | 0.01% | 67 |
|
|
2023
Q4 | $12K | Hold |
46
| – | – | 0.01% | 69 |
|
|
2023
Q3 | $10.6K | Hold |
46
| – | – | 0.01% | 67 |
|
|
2023
Q2 | $10.9K | Hold |
46
| – | – | 0.01% | 68 |
|
|
2023
Q1 | $10.4K | Hold |
46
| – | – | 0.01% | 68 |
|
|
2022
Q4 | $9.56K | Hold |
46
| – | – | 0.01% | 68 |
|
|
2022
Q3 | $8K | Buy |
+46
| New | +$8K | ﹤0.01% | 67 |
|
|
2019
Q2 | – | Sell |
-272
| Closed | -$43K | – | 88 |
|
|
2019
Q1 | $43K | Hold |
272
| – | – | 0.03% | 63 |
|
|
2018
Q4 | $36K | Hold |
272
| – | – | 0.03% | 66 |
|
|
2018
Q3 | $41K | Hold |
272
| – | – | 0.02% | 68 |
|
|
2018
Q2 | $36K | Hold |
272
| – | – | 0.02% | 69 |
|
|
2018
Q1 | $32K | Hold |
272
| – | – | 0.02% | 70 |
|
|
2017
Q4 | $31K | Hold |
272
| – | – | 0.02% | 74 |
|
|
2017
Q3 | $29K | Hold |
272
| – | – | 0.02% | 73 |
|
|
2017
Q2 | $26K | Hold |
272
| – | – | 0.02% | 74 |
|
|
2017
Q1 | $24K | Hold |
272
| – | – | 0.02% | 74 |
|
|
2016
Q4 | $21K | Hold |
272
| – | – | 0.01% | 77 |
|
|
2016
Q3 | $22K | Buy |
+272
| New | +$22K | 0.02% | 77 |
|
|
2014
Q2 | – | Sell |
-9,400
| Closed | -$507K | – | 95 |
|
|
2014
Q1 | $507K | Hold |
9,400
| – | – | 0.4% | 37 |
|
|
2013
Q4 | $523K | Buy |
+9,400
| New | +$523K | 0.4% | 39 |
|