Institutional & Family Asset Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $318K | Buy |
1,212
+357
| +42% | +$93.7K | 0.05% | 131 |
|
|
2024
Q1 | $239K | Sell |
855
-22
| -3% | -$6.14K | 0.04% | 135 |
|
|
2023
Q4 | $228K | Sell |
877
-11
| -1% | -$2.86K | 0.04% | 138 |
|
|
2023
Q3 | $204K | Hold |
888
| – | – | 0.03% | 140 |
|
|
2023
Q2 | $211K | Sell |
888
-10
| -1% | -$2.38K | 0.03% | 143 |
|
|
2023
Q1 | $202K | Sell |
898
-30
| -3% | -$6.76K | 0.03% | 142 |
|
|
2022
Q4 | $193K | Buy |
928
+5
| +0.5% | +$1.04K | 0.03% | 142 |
|
|
2022
Q3 | $164K | Sell |
923
-3
| -0.3% | -$533 | 0.03% | 144 |
|
|
2022
Q2 | $182K | Sell |
926
-89
| -9% | -$17.5K | 0.03% | 140 |
|
|
2022
Q1 | $225K | Buy |
1,015
+7
| +0.7% | +$1.55K | 0.04% | 149 |
|
|
2021
Q4 | $218K | Sell |
1,008
-282
| -22% | -$61K | 0.03% | 153 |
|
|
2021
Q3 | $287K | Buy |
1,290
+192
| +17% | +$42.7K | 0.05% | 150 |
|
|
2021
Q2 | $257K | Sell |
1,098
-401
| -27% | -$93.9K | 0.04% | 153 |
|
|
2021
Q1 | $317K | Buy |
1,499
+126
| +9% | +$26.6K | 0.06% | 145 |
|
|
2020
Q4 | $300K | Buy |
1,373
+6
| +0.4% | +$1.31K | 0.06% | 143 |
|
|
2020
Q3 | $273K | Sell |
1,367
-1,353
| -50% | -$270K | 0.06% | 136 |
|
|
2020
Q2 | $525K | Sell |
2,720
-567
| -17% | -$109K | 0.11% | 108 |
|
|
2020
Q1 | $530K | Buy |
3,287
+357
| +12% | +$57.6K | 0.12% | 102 |
|
|
2019
Q4 | $551K | Sell |
2,930
-45
| -2% | -$8.46K | 0.12% | 114 |
|
|
2019
Q3 | $512K | Sell |
2,975
-195
| -6% | -$33.6K | 0.11% | 115 |
|
|
2019
Q2 | $550K | Buy |
3,170
+113
| +4% | +$19.6K | 0.12% | 111 |
|
|
2019
Q1 | $477K | Sell |
3,057
-47
| -2% | -$7.33K | 0.1% | 120 |
|
|
2018
Q4 | $410K | Buy |
3,104
+1
| +0% | +$132 | 0.09% | 117 |
|
|
2018
Q3 | $466K | Buy |
3,103
+167
| +6% | +$25.1K | 0.09% | 120 |
|
|
2018
Q2 | $389K | Buy |
2,936
+632
| +27% | +$83.7K | 0.08% | 127 |
|
|
2018
Q1 | $276K | Sell |
2,304
-95
| -4% | -$11.4K | 0.06% | 150 |
|
|
2017
Q4 | $274K | Buy |
2,399
+105
| +5% | +$12K | 0.05% | 144 |
|
|
2017
Q3 | $241K | Buy |
+2,294
| New | +$241K | 0.05% | 159 |
|