Neumann Capital 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 | $416K | Buy |
1,172
+2
| +0.2% | +$710 | 0.13% | 84 |
|
|
2025
Q1 | $410K | Buy |
1,170
+100
| +9% | +$35K | 0.14% | 85 |
|
|
2024
Q4 | $338K | Hold |
1,070
| – | – | 0.11% | 90 |
|
|
2024
Q3 | $294K | Hold |
1,070
| – | – | 0.1% | 93 |
|
|
2024
Q2 | $281K | Hold |
1,070
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $299K | Hold |
1,070
| – | – | 0.11% | 86 |
|
|
2023
Q4 | $279K | Hold |
1,070
| – | – | 0.11% | 87 |
|
|
2023
Q3 | $246K | Hold |
1,070
| – | – | 0.11% | 86 |
|
|
2023
Q2 | $254K | Hold |
1,070
| – | – | 0.11% | 88 |
|
|
2023
Q1 | $241K | Hold |
1,070
| – | – | 0.11% | 89 |
|
|
2022
Q4 | $222K | Buy |
+1,070
| New | +$222K | 0.1% | 87 |
|
|
2022
Q3 | – | Sell |
-1,130
| Closed | -$223K | – | 90 |
|
|
2022
Q2 | $223K | Hold |
1,130
| – | – | 0.11% | 79 |
|
|
2022
Q1 | $251K | Hold |
1,130
| – | – | 0.11% | 83 |
|
|
2021
Q4 | $245K | Hold |
1,130
| – | – | 0.1% | 84 |
|
|
2021
Q3 | $252K | Hold |
1,130
| – | – | 0.11% | 80 |
|
|
2021
Q2 | $264K | Hold |
1,130
| – | – | 0.12% | 78 |
|
|
2021
Q1 | $239K | Sell |
1,130
-70
| -6% | -$14.8K | 0.11% | 73 |
|
|
2020
Q4 | $263K | Hold |
1,200
| – | – | 0.13% | 71 |
|
|
2020
Q3 | $240K | Hold |
1,200
| – | – | 0.14% | 69 |
|
|
2020
Q2 | $232K | Buy |
+1,200
| New | +$232K | 0.14% | 69 |
|