Kercheville Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
1,040
-410
| -28% | -$146K | 0.13% | 73 |
|
|
2025
Q1 | $508K | Buy |
1,450
+280
| +24% | +$98.1K | 0.21% | 59 |
|
|
2024
Q4 | $370K | Sell |
1,170
-200
| -15% | -$63.2K | 0.14% | 69 |
|
|
2024
Q3 | $377K | Sell |
1,370
-100
| -7% | -$27.5K | 0.16% | 63 |
|
|
2024
Q2 | $386K | Hold |
1,470
| – | – | 0.17% | 58 |
|
|
2024
Q1 | $410K | Buy |
1,470
+120
| +9% | +$33.5K | 0.19% | 54 |
|
|
2023
Q4 | $351K | Hold |
1,350
| – | – | 0.2% | 52 |
|
|
2023
Q3 | $311K | Hold |
1,350
| – | – | 0.2% | 51 |
|
|
2023
Q2 | $321K | Sell |
1,350
-150
| -10% | -$35.6K | 0.19% | 55 |
|
|
2023
Q1 | $338K | Hold |
1,500
| – | – | 0.23% | 48 |
|
|
2022
Q4 | $312K | Hold |
1,500
| – | – | 0.22% | 52 |
|
|
2022
Q3 | $266K | Sell |
1,500
-1,000
| -40% | -$177K | 0.27% | 56 |
|
|
2022
Q2 | $492K | Sell |
2,500
-600
| -19% | -$118K | 0.32% | 50 |
|
|
2022
Q1 | $687K | Sell |
3,100
-1,000
| -24% | -$222K | 0.33% | 57 |
|
|
2021
Q4 | $889K | Buy |
4,100
+400
| +11% | +$86.7K | 0.39% | 51 |
|
|
2021
Q3 | $824K | Buy |
3,700
+300
| +9% | +$66.8K | 0.39% | 56 |
|
|
2021
Q2 | $795K | Hold |
3,400
| – | – | 0.37% | 61 |
|
|
2021
Q1 | $719K | Buy |
3,400
+200
| +6% | +$42.3K | 0.36% | 60 |
|
|
2020
Q4 | $701K | Buy |
+3,200
| New | +$701K | 0.38% | 59 |
|