Latitude 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 | $1.1M | Hold |
3,105
| – | – | 0.55% | 41 |
|
|
2025
Q1 | $1.09M | Buy |
3,105
+7
| +0.2% | +$2.45K | 0.63% | 39 |
|
|
2024
Q4 | $979K | Sell |
3,098
-42
| -1% | -$13.3K | 0.55% | 45 |
|
|
2024
Q3 | $863K | Buy |
3,140
+33
| +1% | +$9.07K | 0.49% | 50 |
|
|
2024
Q2 | $816K | Buy |
3,107
+32
| +1% | +$8.4K | 0.5% | 44 |
|
|
2024
Q1 | $858K | Sell |
3,075
-58
| -2% | -$16.2K | 0.54% | 39 |
|
|
2023
Q4 | $816K | Buy |
3,133
+13
| +0.4% | +$3.38K | 0.57% | 36 |
|
|
2023
Q3 | $718K | Sell |
3,120
-15
| -0.5% | -$3.45K | 0.51% | 39 |
|
|
2023
Q2 | $745K | Sell |
3,135
-796
| -20% | -$189K | 0.52% | 36 |
|
|
2023
Q1 | $886K | Sell |
3,931
-235
| -6% | -$53K | 0.64% | 33 |
|
|
2022
Q4 | $866K | Sell |
4,166
-343
| -8% | -$71.3K | 0.65% | 29 |
|
|
2022
Q3 | $801K | Buy |
4,509
+9
| +0.2% | +$1.6K | 0.66% | 28 |
|
|
2022
Q2 | $886K | Sell |
4,500
-9,117
| -67% | -$1.8M | 0.81% | 28 |
|
|
2022
Q1 | $3.02M | Buy |
13,617
+2,535
| +23% | +$562K | 0.68% | 25 |
|
|
2021
Q4 | $2.4M | Buy |
11,082
+403
| +4% | +$87.3K | 0.67% | 24 |
|
|
2021
Q3 | $2.38M | Buy |
10,679
+5,424
| +103% | +$1.21M | 0.75% | 20 |
|
|
2021
Q2 | $1.23M | Sell |
5,255
-59
| -1% | -$13.8K | 0.91% | 20 |
|
|
2021
Q1 | $1.13M | Sell |
5,314
-2,242
| -30% | -$475K | 0.92% | 23 |
|
|
2020
Q4 | $1.65M | Buy |
+7,556
| New | +$1.65M | 1.46% | 14 |
|