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