Oak Harvest Investment Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $269K | Buy |
889
+10
| +1% | +$3.22K | 0.03% | 147 |
|
|
2025
Q4 | $308K | Buy |
879
+23
| +3% | +$7.84K | 0.03% | 149 |
|
|
2025
Q3 | $292K | Sell |
856
-57
| -6% | -$19.7K | 0.03% | 147 |
|
|
2025
Q2 | $324K | Buy |
913
+2
| +0.2% | +$697 | 0.04% | 132 |
|
|
2025
Q1 | $319K | Sell |
911
-110
| -11% | -$37.2K | 0.04% | 118 |
|
|
2024
Q4 | $323K | Sell |
1,021
-153
| -13% | -$46K | 0.05% | 129 |
|
|
2024
Q3 | $323K | Sell |
1,174
-100
| -8% | -$27K | 0.05% | 118 |
|
|
2024
Q2 | $334K | Sell |
1,274
-78
| -6% | -$21.4K | 0.05% | 104 |
|
|
2024
Q1 | $377K | Sell |
1,352
-19
| -1% | -$5.25K | 0.06% | 105 |
|
|
2023
Q4 | $357K | Buy |
1,371
+81
| +6% | +$20K | 0.07% | 99 |
|
|
2023
Q3 | $297K | Sell |
1,290
-50
| -4% | -$12K | 0.06% | 96 |
|
|
2023
Q2 | $318K | Buy |
1,340
+38
| +3% | +$8.7K | 0.07% | 95 |
|
|
2023
Q1 | $294K | Sell |
1,302
-161
| -11% | -$35.8K | 0.07% | 93 |
|
|
2022
Q4 | $304K | Sell |
1,463
-1,046
| -42% | -$211K | 0.08% | 81 |
|
|
2022
Q3 | $446K | Buy |
2,509
+864
| +53% | +$176K | 0.12% | 70 |
|
|
2022
Q2 | $324K | Buy |
1,645
+8
| +0.5% | +$1.65K | 0.09% | 71 |
|
|
2022
Q1 | $363K | Sell |
1,637
-37
| -2% | -$8K | 0.09% | 68 |
|
|
2021
Q4 | $363K | Buy |
1,674
+67
| +4% | +$14.4K | 0.09% | 70 |
|
|
2021
Q3 | $358K | Buy |
1,607
+527
| +49% | +$124K | 0.1% | 66 |
|
|
2021
Q2 | $252K | Buy |
1,080
+2
| +0.2% | +$457 | 0.08% | 74 |
|
|
2021
Q1 | $228K | Sell |
1,078
-95
| -8% | -$20K | 0.09% | 70 |
|
|
2020
Q4 | $257K | Buy |
+1,173
| New | +$240K | 0.11% | 63 |
|
Other funds holding V
VCM
VPM
