Live Oak Investment 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 | $1.9M | Sell |
5,354
-101
| -2% | -$35.9K | 1.46% | 20 |
|
|
2025
Q1 | $1.91M | Buy |
+5,455
| New | +$1.91M | 1.51% | 20 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.5M | – | 23 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1.36M | – | 26 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 27 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.15M | – | 21 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.16M | – | 25 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.08M | – | 25 |
|
|
2023
Q1 | – | Hold |
0
| – | -$1,000K | – | 26 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 27 |
|