Joseph Group Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
15,112
+446
| +3% | +$158K | 1.8% | 20 |
|
|
2025
Q1 | $5.14M | Sell |
14,666
-1,178
| -7% | -$413K | 1.96% | 10 |
|
|
2024
Q4 | $5.01M | Buy |
15,844
+1,422
| +10% | +$449K | 1.97% | 11 |
|
|
2024
Q3 | $3.97M | Buy |
14,422
+3,236
| +29% | +$890K | 1.52% | 18 |
|
|
2024
Q2 | $2.94M | Buy |
11,186
+1,203
| +12% | +$316K | 1.52% | 21 |
|
|
2024
Q1 | $2.79M | Buy |
9,983
+1,367
| +16% | +$382K | 1.4% | 20 |
|
|
2023
Q4 | $2.24M | Buy |
8,616
+216
| +3% | +$56.2K | 1.3% | 17 |
|
|
2023
Q3 | $1.93M | Buy |
8,400
+597
| +8% | +$137K | 1.39% | 15 |
|
|
2023
Q2 | $1.85M | Buy |
7,803
+555
| +8% | +$132K | 1.56% | 19 |
|
|
2023
Q1 | $1.63M | Sell |
7,248
-350
| -5% | -$78.9K | 1.43% | 17 |
|
|
2022
Q4 | $1.58M | Sell |
7,598
-143
| -2% | -$29.7K | 1.5% | 14 |
|
|
2022
Q3 | $1.38M | Buy |
7,741
+510
| +7% | +$90.6K | 1.5% | 18 |
|
|
2022
Q2 | $1.42M | Buy |
7,231
+365
| +5% | +$71.9K | 1.43% | 14 |
|
|
2022
Q1 | $1.52M | Buy |
6,866
+270
| +4% | +$59.9K | 1.54% | 14 |
|
|
2021
Q4 | $1.43M | Buy |
+6,596
| New | +$1.43M | 1.37% | 26 |
|