Lindenwold 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 | $3.57M | Buy |
10,054
+474
| +5% | +$168K | 1.85% | 14 |
|
|
2025
Q1 | $3.36M | Buy |
9,580
+4,354
| +83% | +$1.53M | 1.87% | 16 |
|
|
2024
Q4 | $1.65M | Sell |
5,226
-137
| -3% | -$43.3K | 0.88% | 36 |
|
|
2024
Q3 | $1.47M | Buy |
5,363
+25
| +0.5% | +$6.87K | 0.74% | 44 |
|
|
2024
Q2 | $1.4M | Sell |
5,338
-59
| -1% | -$15.5K | 0.75% | 41 |
|
|
2024
Q1 | $1.51M | Sell |
5,397
-177
| -3% | -$49.4K | 0.81% | 41 |
|
|
2023
Q4 | $1.45M | Sell |
5,574
-10
| -0.2% | -$2.6K | 0.82% | 42 |
|
|
2023
Q3 | $1.28M | Buy |
5,584
+32
| +0.6% | +$7.36K | 0.8% | 42 |
|
|
2023
Q2 | $1.32M | Sell |
5,552
-167
| -3% | -$39.7K | 0.81% | 42 |
|
|
2023
Q1 | $1.29M | Buy |
5,719
+199
| +4% | +$44.9K | 0.8% | 45 |
|
|
2022
Q4 | $1.15M | Buy |
+5,520
| New | +$1.15M | 0.77% | 49 |
|