HP
HT Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,374
| Closed | -$361K | – | 53 |
|
|
2024
Q2 | $361K | Sell |
1,374
-119
| -8% | -$31.2K | 0.13% | 35 |
|
|
2024
Q1 | $417K | Buy |
1,493
+2
| +0.1% | +$558 | 0.15% | 32 |
|
|
2023
Q4 | $388K | Sell |
1,491
-310
| -17% | -$80.7K | 0.15% | 32 |
|
|
2023
Q3 | $414K | Sell |
1,801
-184
| -9% | -$42.3K | 0.12% | 31 |
|
|
2023
Q2 | $471K | Sell |
1,985
-5
| -0.3% | -$1.19K | 0.14% | 29 |
|
|
2023
Q1 | $449K | Sell |
1,990
-39
| -2% | -$8.79K | 0.13% | 32 |
|
|
2022
Q4 | $422K | Buy |
2,029
+67
| +3% | +$13.9K | 0.14% | 29 |
|
|
2022
Q3 | $349K | Sell |
1,962
-344
| -15% | -$61.2K | 0.15% | 30 |
|
|
2022
Q2 | $454K | Sell |
2,306
-256
| -10% | -$50.4K | 0.18% | 28 |
|
|
2022
Q1 | $568K | Sell |
2,562
-120
| -4% | -$26.6K | 0.18% | 28 |
|
|
2021
Q4 | $581K | Buy |
2,682
+17
| +0.6% | +$3.68K | 0.17% | 29 |
|
|
2021
Q3 | $594K | Buy |
2,665
+13
| +0.5% | +$2.9K | 0.18% | 25 |
|
|
2021
Q2 | $620K | Buy |
2,652
+920
| +53% | +$215K | 0.19% | 25 |
|
|
2021
Q1 | $547K | Buy |
1,732
+770
| +80% | +$243K | 0.18% | 25 |
|
|
2020
Q4 | $210K | Buy |
+962
| New | +$210K | 0.07% | 46 |
|