Liberty One Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $686K | Sell |
1,932
-231
| -11% | -$82K | 0.07% | 105 |
|
2025
Q1 | $758K | Sell |
2,163
-78
| -3% | -$27.3K | 0.08% | 97 |
|
2024
Q4 | $708K | Sell |
2,241
-150
| -6% | -$47.4K | 0.08% | 101 |
|
2024
Q3 | $657K | Sell |
2,391
-92
| -4% | -$25.3K | 0.07% | 115 |
|
2024
Q2 | $652K | Sell |
2,483
-140
| -5% | -$36.8K | 0.07% | 114 |
|
2024
Q1 | $732K | Sell |
2,623
-645
| -20% | -$180K | 0.08% | 105 |
|
2023
Q4 | $851K | Sell |
3,268
-170
| -5% | -$44.3K | 0.11% | 89 |
|
2023
Q3 | $791K | Sell |
3,438
-73
| -2% | -$16.8K | 0.11% | 87 |
|
2023
Q2 | $834K | Sell |
3,511
-456
| -11% | -$108K | 0.11% | 88 |
|
2023
Q1 | $894K | Sell |
3,967
-102
| -3% | -$23K | 0.12% | 88 |
|
2022
Q4 | $845K | Sell |
4,069
-218
| -5% | -$45.3K | 0.12% | 88 |
|
2022
Q3 | $762K | Sell |
4,287
-194
| -4% | -$34.5K | 0.13% | 95 |
|
2022
Q2 | $1.05M | Sell |
4,481
-197
| -4% | -$46.1K | 0.18% | 93 |
|
2022
Q1 | $1.04M | Sell |
4,678
-88
| -2% | -$19.5K | 0.16% | 86 |
|
2021
Q4 | $1.03M | Buy |
4,766
+204
| +4% | +$44.2K | 0.16% | 98 |
|
2021
Q3 | $1.02M | Buy |
4,562
+81
| +2% | +$18K | 0.17% | 96 |
|
2021
Q2 | $1.05M | Buy |
4,481
+284
| +7% | +$66.4K | 0.18% | 93 |
|
2021
Q1 | $889K | Buy |
4,197
+210
| +5% | +$44.5K | 0.16% | 98 |
|
2020
Q4 | $872K | Buy |
3,987
+72
| +2% | +$15.7K | 0.16% | 95 |
|
2020
Q3 | $783K | Buy |
3,915
+288
| +8% | +$57.6K | 0.16% | 92 |
|
2020
Q2 | $701K | Sell |
3,627
-956
| -21% | -$185K | 0.16% | 96 |
|
2020
Q1 | $738K | Sell |
4,583
-385
| -8% | -$62K | 0.19% | 78 |
|
2019
Q4 | $933K | Buy |
+4,968
| New | +$933K | 0.2% | 77 |
|