Northwest 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 | $107K | Sell |
301
-16
| -5% | -$5.68K | 0.06% | 132 |
|
|
2025
Q1 | $111K | Hold |
317
| – | – | 0.05% | 148 |
|
|
2024
Q4 | $100K | Sell |
317
-150
| -32% | -$47.4K | 0.04% | 156 |
|
|
2024
Q3 | $128K | Hold |
467
| – | – | 0.05% | 136 |
|
|
2024
Q2 | $123K | Sell |
467
-110
| -19% | -$28.9K | 0.04% | 137 |
|
|
2024
Q1 | $161K | Hold |
577
| – | – | 0.05% | 145 |
|
|
2023
Q4 | $150K | Buy |
577
+17
| +3% | +$4.42K | 0.05% | 145 |
|
|
2023
Q3 | $129K | Hold |
560
| – | – | 0.05% | 145 |
|
|
2023
Q2 | $133K | Buy |
+560
| New | +$133K | 0.06% | 141 |
|