Orser 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 | $462K | Hold |
1,302
| – | – | 0.33% | 39 |
|
2025
Q1 | $456K | Hold |
1,302
| – | – | 0.34% | 41 |
|
2024
Q4 | $411K | Hold |
1,302
| – | – | 0.28% | 36 |
|
2024
Q3 | $358K | Sell |
1,302
-50
| -4% | -$13.7K | 0.26% | 38 |
|
2024
Q2 | $355K | Hold |
1,352
| – | – | 0.27% | 38 |
|
2024
Q1 | $377K | Hold |
1,352
| – | – | 0.35% | 38 |
|
2023
Q4 | $352K | Hold |
1,352
| – | – | 0.38% | 37 |
|
2023
Q3 | $311K | Hold |
1,352
| – | – | 0.31% | 47 |
|
2023
Q2 | $321K | Buy |
1,352
+280
| +26% | +$66.5K | 0.32% | 46 |
|
2023
Q1 | $242K | Hold |
1,072
| – | – | 0.27% | 50 |
|
2022
Q4 | $223K | Buy |
+1,072
| New | +$223K | 0.32% | 45 |
|
2022
Q3 | – | Sell |
-1,072
| Closed | -$211K | – | 44 |
|
2022
Q2 | $211K | Buy |
1,072
+32
| +3% | +$6.3K | 0.27% | 46 |
|
2022
Q1 | $231K | Buy |
+1,040
| New | +$231K | 0.14% | 80 |
|