Knollwood Investment Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.6M | Hold |
58,052
| – | – | 1.98% | 9 |
|
2025
Q1 | $20.3M | Hold |
58,052
| – | – | 2.25% | 6 |
|
2024
Q4 | $18.3M | Hold |
58,052
| – | – | 1.92% | 8 |
|
2024
Q3 | $16M | Hold |
58,052
| – | – | 1.71% | 8 |
|
2024
Q2 | $15.2M | Buy |
58,052
+517
| +0.9% | +$136K | 1.69% | 8 |
|
2024
Q1 | $16.1M | Hold |
57,535
| – | – | 2.9% | 7 |
|
2023
Q4 | $15M | Buy |
57,535
+33,280
| +137% | +$8.66M | 3.11% | 7 |
|
2023
Q3 | $5.58M | Hold |
24,255
| – | – | 2.61% | 11 |
|
2023
Q2 | $5.76M | Hold |
24,255
| – | – | 1.94% | 12 |
|
2023
Q1 | $5.47M | Hold |
24,255
| – | – | 1.06% | 14 |
|
2022
Q4 | $5.04M | Buy |
+24,255
| New | +$5.04M | 1.97% | 12 |
|