O'Rourke & Company’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $422K | Hold |
1,189
| – | – | 0.2% | 100 |
|
2025
Q1 | $417K | Sell |
1,189
-11
| -0.9% | -$3.86K | 0.21% | 100 |
|
2024
Q4 | $379K | Sell |
1,200
-209
| -15% | -$66K | 0.19% | 104 |
|
2024
Q3 | $388K | Buy |
1,409
+208
| +17% | +$57.2K | 0.19% | 104 |
|
2024
Q2 | $315K | Hold |
1,201
| – | – | 0.18% | 109 |
|
2024
Q1 | $335K | Buy |
1,201
+1
| +0.1% | +$279 | 0.19% | 109 |
|
2023
Q4 | $313K | Sell |
1,200
-80
| -6% | -$20.9K | 0.2% | 99 |
|
2023
Q3 | $294K | Buy |
1,280
+51
| +4% | +$11.7K | 0.21% | 99 |
|
2023
Q2 | $292K | Sell |
1,229
-8
| -0.6% | -$1.9K | 0.2% | 103 |
|
2023
Q1 | $279K | Hold |
1,237
| – | – | 0.21% | 105 |
|
2022
Q4 | $257K | Sell |
1,237
-405
| -25% | -$84.1K | 0.2% | 110 |
|
2022
Q3 | $292K | Buy |
+1,642
| New | +$292K | 0.25% | 90 |
|