OCM
Orion Capital Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
4,020
-24
| -0.6% | -$8.52K | 0.54% | 37 |
|
|
2025
Q1 | $1.42M | Sell |
4,044
-229
| -5% | -$80.3K | 0.6% | 30 |
|
|
2024
Q4 | $1.35M | Sell |
4,273
-172
| -4% | -$54.4K | 0.59% | 33 |
|
|
2024
Q3 | $1.22M | Buy |
4,445
+139
| +3% | +$38.2K | 0.59% | 34 |
|
|
2024
Q2 | $1.13M | Sell |
4,306
-180
| -4% | -$47.2K | 0.59% | 32 |
|
|
2024
Q1 | $1.25M | Sell |
4,486
-11
| -0.2% | -$3.07K | 0.66% | 32 |
|
|
2023
Q4 | $1.17M | Sell |
4,497
-280
| -6% | -$72.9K | 0.69% | 34 |
|
|
2023
Q3 | $1.1M | Sell |
4,777
-1,150
| -19% | -$265K | 0.71% | 34 |
|
|
2023
Q2 | $1.41M | Sell |
5,927
-453
| -7% | -$108K | 0.92% | 26 |
|
|
2023
Q1 | $1.44M | Sell |
6,380
-300
| -4% | -$67.6K | 0.96% | 24 |
|
|
2022
Q4 | $1.39M | Hold |
6,680
| – | – | 1.02% | 22 |
|
|
2022
Q3 | $1.19M | Buy |
6,680
+137
| +2% | +$24.3K | 0.95% | 25 |
|
|
2022
Q2 | $1.29M | Sell |
6,543
-650
| -9% | -$128K | 1% | 26 |
|
|
2022
Q1 | $1.6M | Buy |
7,193
+276
| +4% | +$61.2K | 0.96% | 26 |
|
|
2021
Q4 | $1.5M | Buy |
6,917
+126
| +2% | +$27.3K | 0.85% | 28 |
|
|
2021
Q3 | $1.51M | Buy |
6,791
+54
| +0.8% | +$12K | 0.92% | 32 |
|
|
2021
Q2 | $1.58M | Hold |
6,737
| – | – | 0.98% | 26 |
|
|
2021
Q1 | $1.43M | Sell |
6,737
-21
| -0.3% | -$4.45K | 1% | 27 |
|
|
2020
Q4 | $1.48M | Buy |
+6,758
| New | +$1.48M | 1.09% | 24 |
|