Okabena Investment Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
7,178
-514
| -7% | -$182K | 0.57% | 33 |
|
|
2025
Q1 | $2.7M | Buy |
7,692
+2,362
| +44% | +$828K | 0.68% | 31 |
|
|
2024
Q4 | $1.68M | Buy |
5,330
+249
| +5% | +$78.7K | 0.47% | 46 |
|
|
2024
Q3 | $1.4M | Sell |
5,081
-191
| -4% | -$52.5K | 0.39% | 52 |
|
|
2024
Q2 | $1.38M | Sell |
5,272
-1,233
| -19% | -$324K | 0.44% | 49 |
|
|
2024
Q1 | $1.82M | Sell |
6,505
-1,000
| -13% | -$279K | 0.6% | 39 |
|
|
2023
Q4 | $1.95M | Buy |
7,505
+1,025
| +16% | +$267K | 0.76% | 35 |
|
|
2023
Q3 | $1.49M | Sell |
6,480
-2,352
| -27% | -$541K | 1.16% | 25 |
|
|
2023
Q2 | $2.1M | Sell |
8,832
-631
| -7% | -$150K | 1.54% | 16 |
|
|
2023
Q1 | $2.13M | Sell |
9,463
-664
| -7% | -$150K | 1.49% | 18 |
|
|
2022
Q4 | $2.1M | Sell |
10,127
-4,388
| -30% | -$912K | 1.39% | 21 |
|
|
2022
Q3 | $2.58M | Sell |
14,515
-1,858
| -11% | -$330K | 1.25% | 20 |
|
|
2022
Q2 | $3.22M | Sell |
16,373
-5,323
| -25% | -$1.05M | 1.66% | 14 |
|
|
2022
Q1 | $4.81M | Buy |
21,696
+11,754
| +118% | +$2.61M | 2.03% | 10 |
|
|
2021
Q4 | $2.16M | Buy |
9,942
+2,317
| +30% | +$502K | 0.82% | 35 |
|
|
2021
Q3 | $1.7M | Sell |
7,625
-1,563
| -17% | -$348K | 0.89% | 32 |
|
|
2021
Q2 | $2.15M | Buy |
9,188
+820
| +10% | +$192K | 1.01% | 29 |
|
|
2021
Q1 | $1.77M | Buy |
8,368
+954
| +13% | +$202K | 0.95% | 28 |
|
|
2020
Q4 | $1.62M | Buy |
7,414
+1,132
| +18% | +$248K | 0.95% | 27 |
|
|
2020
Q3 | $1.26M | Buy |
6,282
+1,939
| +45% | +$388K | 0.96% | 35 |
|
|
2020
Q2 | $839K | Buy |
+4,343
| New | +$839K | 0.74% | 45 |
|