Leith Wheeler Investment Counsel’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
82,813
-18,576
| -18% | -$6.6M | 2.09% | 14 |
|
|
2025
Q1 | $35.5M | Sell |
101,389
-8,057
| -7% | -$2.82M | 2.47% | 11 |
|
|
2024
Q4 | $34.6M | Buy |
109,446
+5,517
| +5% | +$1.74M | 2.5% | 9 |
|
|
2024
Q3 | $28.6M | Buy |
103,929
+30,911
| +42% | +$8.5M | 2% | 14 |
|
|
2024
Q2 | $19.2M | Buy |
73,018
+25,647
| +54% | +$6.73M | 1.66% | 10 |
|
|
2024
Q1 | $13.2M | Buy |
47,371
+6,835
| +17% | +$1.91M | 1.29% | 21 |
|
|
2023
Q4 | $10.6M | Buy |
40,536
+12,360
| +44% | +$3.22M | 1.16% | 25 |
|
|
2023
Q3 | $6.48M | Buy |
28,176
+3,445
| +14% | +$792K | 0.86% | 36 |
|
|
2023
Q2 | $5.87M | Buy |
24,731
+4,990
| +25% | +$1.19M | 0.77% | 34 |
|
|
2023
Q1 | $4.45M | Buy |
19,741
+1,220
| +7% | +$275K | 0.65% | 38 |
|
|
2022
Q4 | $3.85M | Buy |
18,521
+5,043
| +37% | +$1.05M | 0.58% | 39 |
|
|
2022
Q3 | $2.39M | Buy |
13,478
+4,540
| +51% | +$806K | 0.4% | 40 |
|
|
2022
Q2 | $2.27M | Buy |
8,938
+4,181
| +88% | +$1.06M | 0.3% | 38 |
|
|
2022
Q1 | $1.06M | Sell |
4,757
-1,694
| -26% | -$376K | 0.16% | 40 |
|
|
2021
Q4 | $1.4M | Buy |
6,451
+474
| +8% | +$103K | 0.2% | 32 |
|
|
2021
Q3 | $1.33M | Buy |
5,977
+236
| +4% | +$52.6K | 0.2% | 33 |
|
|
2021
Q2 | $1.34M | Sell |
5,741
-80
| -1% | -$18.7K | 0.2% | 31 |
|
|
2021
Q1 | $1.23M | Buy |
5,821
+4,814
| +478% | +$1.02M | 0.2% | 31 |
|
|
2020
Q4 | $280K | Buy |
+1,007
| New | +$280K | 0.04% | 39 |
|