Mitchell Sinkler & Starr’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
4,658
+175
| +4% | +$62.1K | 0.79% | 39 |
|
|
2025
Q1 | $1.57M | Sell |
4,483
-185
| -4% | -$64.8K | 0.44% | 56 |
|
|
2024
Q4 | $1.48M | Sell |
4,668
-1,865
| -29% | -$589K | 0.39% | 56 |
|
|
2024
Q3 | $1.54M | Buy |
6,533
+1,395
| +27% | +$328K | 0.39% | 57 |
|
|
2024
Q2 | $1.37M | Sell |
5,138
-896
| -15% | -$240K | 0.35% | 62 |
|
|
2024
Q1 | $1.68M | Sell |
6,034
-447
| -7% | -$125K | 0.42% | 56 |
|
|
2023
Q4 | $1.69M | Buy |
6,481
+1,643
| +34% | +$428K | 0.31% | 72 |
|
|
2023
Q3 | $1.11M | Buy |
4,838
+240
| +5% | +$55.2K | 0.34% | 54 |
|
|
2023
Q2 | $1.09M | Buy |
4,598
+120
| +3% | +$28.5K | 0.31% | 62 |
|
|
2023
Q1 | $1.01M | Buy |
4,478
+981
| +28% | +$221K | 0.3% | 66 |
|
|
2022
Q4 | $727K | Buy |
3,497
+1,106
| +46% | +$230K | 0.23% | 78 |
|
|
2022
Q3 | $425K | Buy |
2,391
+84
| +4% | +$14.9K | 0.16% | 82 |
|
|
2022
Q2 | $454K | Hold |
2,307
| – | – | 0.17% | 78 |
|
|
2022
Q1 | $512K | Sell |
2,307
-660
| -22% | -$146K | 0.16% | 81 |
|
|
2021
Q4 | $643K | Sell |
2,967
-651
| -18% | -$141K | 0.19% | 77 |
|
|
2021
Q3 | $806K | Buy |
3,618
+137
| +4% | +$30.5K | 0.73% | 51 |
|
|
2021
Q2 | $814K | Hold |
3,481
| – | – | 0.74% | 50 |
|
|
2021
Q1 | $737K | Sell |
3,481
-694
| -17% | -$147K | 0.71% | 53 |
|
|
2020
Q4 | $913K | Buy |
4,175
+75
| +2% | +$16.4K | 0.87% | 43 |
|
|
2020
Q3 | $820K | Hold |
4,100
| – | – | 0.83% | 39 |
|
|
2020
Q2 | $792K | Hold |
4,100
| – | – | 0.9% | 37 |
|
|
2020
Q1 | $661K | Sell |
4,100
-55
| -1% | -$8.87K | 0.86% | 41 |
|
|
2019
Q4 | $781K | Hold |
4,155
| – | – | 0.83% | 43 |
|
|
2019
Q3 | $715K | Buy |
4,155
+840
| +25% | +$145K | 0.92% | 42 |
|
|
2019
Q2 | $575K | Hold |
3,315
| – | – | 0.66% | 54 |
|
|
2019
Q1 | $518K | Buy |
3,315
+225
| +7% | +$35.2K | 0.6% | 59 |
|
|
2018
Q4 | $408K | Buy |
3,090
+100
| +3% | +$13.2K | 0.5% | 64 |
|
|
2018
Q3 | $449K | Buy |
2,990
+171
| +6% | +$25.7K | 0.47% | 68 |
|
|
2018
Q2 | $373K | Hold |
2,819
| – | – | 0.41% | 74 |
|
|
2018
Q1 | $337K | Buy |
+2,819
| New | +$337K | 0.38% | 71 |
|