Leeward Financial Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
16,084
+1,904
| +13% | +$676K | 1.81% | 19 |
|
|
2025
Q1 | $4.97M | Sell |
14,180
-979
| -6% | -$343K | 1.86% | 21 |
|
|
2024
Q4 | $4.79M | Buy |
15,159
+551
| +4% | +$174K | 1.71% | 19 |
|
|
2024
Q3 | $4.02M | Buy |
14,608
+530
| +4% | +$146K | 1.52% | 23 |
|
|
2024
Q2 | $3.69M | Buy |
14,078
+296
| +2% | +$77.7K | 1.5% | 23 |
|
|
2024
Q1 | $3.85M | Buy |
13,782
+739
| +6% | +$206K | 1.63% | 21 |
|
|
2023
Q4 | $3.4M | Buy |
13,043
+173
| +1% | +$45K | 1.64% | 22 |
|
|
2023
Q3 | $2.96M | Buy |
12,870
+1,361
| +12% | +$313K | 1.64% | 20 |
|
|
2023
Q2 | $2.73M | Buy |
11,509
+56
| +0.5% | +$13.3K | 1.57% | 16 |
|
|
2023
Q1 | $2.58M | Buy |
11,453
+455
| +4% | +$103K | 1.58% | 22 |
|
|
2022
Q4 | $2.28M | Buy |
10,998
+99
| +0.9% | +$20.6K | 1.58% | 27 |
|
|
2022
Q3 | $1.94M | Buy |
10,899
+320
| +3% | +$56.8K | 1.39% | 29 |
|
|
2022
Q2 | $2.08M | Buy |
10,579
+1,041
| +11% | +$205K | 1.43% | 30 |
|
|
2022
Q1 | $2.12M | Buy |
9,538
+932
| +11% | +$207K | 1.31% | 31 |
|
|
2021
Q4 | $1.87M | Buy |
+8,606
| New | +$1.87M | 1.17% | 36 |
|