Investment House LLC’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
48,100
+369
| +0.8% | +$131K | 0.86% | 32 |
|
|
2025
Q1 | $16.7M | Sell |
47,731
-75
| -0.2% | -$26.3K | 0.95% | 29 |
|
|
2024
Q4 | $15.1M | Buy |
47,806
+405
| +0.9% | +$128K | 0.82% | 30 |
|
|
2024
Q3 | $13M | Sell |
47,401
-8,832
| -16% | -$2.43M | 0.7% | 38 |
|
|
2024
Q2 | $14.8M | Buy |
56,233
+5,528
| +11% | +$1.45M | 0.84% | 32 |
|
|
2024
Q1 | $14.2M | Buy |
50,705
+12,080
| +31% | +$3.37M | 0.83% | 33 |
|
|
2023
Q4 | $10.1M | Sell |
38,625
-6,328
| -14% | -$1.65M | 0.71% | 39 |
|
|
2023
Q3 | $10.3M | Sell |
44,953
-19,720
| -30% | -$4.54M | 0.81% | 34 |
|
|
2023
Q2 | $15.4M | Buy |
64,673
+26,423
| +69% | +$6.27M | 1.15% | 23 |
|
|
2023
Q1 | $8.62M | Sell |
38,250
-356
| -0.9% | -$80.3K | 0.71% | 43 |
|
|
2022
Q4 | $8.02M | Buy |
38,606
+200
| +0.5% | +$41.6K | 0.75% | 43 |
|
|
2022
Q3 | $6.82M | Sell |
38,406
-50
| -0.1% | -$8.88K | 0.64% | 45 |
|
|
2022
Q2 | $7.57M | Sell |
38,456
-35
| -0.1% | -$6.89K | 0.67% | 46 |
|
|
2022
Q1 | $8.54M | Sell |
38,491
-185
| -0.5% | -$41K | 0.62% | 47 |
|
|
2021
Q4 | $8.38M | Buy |
38,676
+25
| +0.1% | +$5.42K | 0.54% | 50 |
|
|
2021
Q3 | $8.61M | Sell |
38,651
-270
| -0.7% | -$60.1K | 0.63% | 43 |
|
|
2021
Q2 | $9.1M | Buy |
38,921
+100
| +0.3% | +$23.4K | 0.64% | 40 |
|
|
2021
Q1 | $8.22M | Sell |
38,821
-902
| -2% | -$191K | 0.64% | 43 |
|
|
2020
Q4 | $8.69M | Buy |
39,723
+556
| +1% | +$122K | 0.61% | 44 |
|
|
2020
Q3 | $7.83M | Sell |
39,167
-85
| -0.2% | -$17K | 0.61% | 45 |
|
|
2020
Q2 | $7.58M | Sell |
39,252
-281
| -0.7% | -$54.3K | 0.67% | 42 |
|
|
2020
Q1 | $6.37M | Sell |
39,533
-2
| -0% | -$322 | 0.72% | 42 |
|
|
2019
Q4 | $7.43M | Sell |
39,535
-425
| -1% | -$79.9K | 0.69% | 41 |
|
|
2019
Q3 | $6.87M | Buy |
39,960
+75
| +0.2% | +$12.9K | 0.69% | 42 |
|
|
2019
Q2 | $6.92M | Buy |
39,885
+850
| +2% | +$148K | 0.72% | 43 |
|
|
2019
Q1 | $6.1M | Buy |
39,035
+570
| +1% | +$89K | 0.66% | 48 |
|
|
2018
Q4 | $5.08M | Buy |
38,465
+8,935
| +30% | +$1.18M | 0.63% | 53 |
|
|
2018
Q3 | $4.43M | Buy |
29,530
+290
| +1% | +$43.5K | 0.47% | 61 |
|
|
2018
Q2 | $3.87M | Buy |
29,240
+305
| +1% | +$40.4K | 0.45% | 61 |
|
|
2018
Q1 | $3.46M | Buy |
28,935
+2,290
| +9% | +$274K | 0.42% | 68 |
|
|
2017
Q4 | $3.04M | Buy |
26,645
+175
| +0.7% | +$20K | 0.37% | 73 |
|
|
2017
Q3 | $2.79M | Buy |
26,470
+1,485
| +6% | +$156K | 0.36% | 75 |
|
|
2017
Q2 | $2.34M | Buy |
24,985
+5,330
| +27% | +$500K | 0.31% | 79 |
|
|
2017
Q1 | $1.75M | Sell |
19,655
-260
| -1% | -$23.1K | 0.25% | 89 |
|
|
2016
Q4 | $1.55M | Buy |
19,915
+125
| +0.6% | +$9.75K | 0.24% | 93 |
|
|
2016
Q3 | $1.64M | Buy |
19,790
+10,485
| +113% | +$867K | 0.25% | 93 |
|
|
2016
Q2 | $690K | Buy |
+9,305
| New | +$690K | 0.11% | 119 |
|