Patriot Investment Management Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
1,442
+167
| +13% | +$59.3K | 0.04% | 157 |
|
|
2025
Q1 | $447K | Hold |
1,275
| – | – | 0.03% | 167 |
|
|
2024
Q4 | $403K | Sell |
1,275
-266
| -17% | -$84.1K | 0.03% | 171 |
|
|
2024
Q3 | $424K | Sell |
1,541
-30
| -2% | -$8.25K | 0.03% | 174 |
|
|
2024
Q2 | $412K | Sell |
1,571
-76
| -5% | -$19.9K | 0.03% | 175 |
|
|
2024
Q1 | $460K | Sell |
1,647
-169
| -9% | -$47.2K | 0.04% | 169 |
|
|
2023
Q4 | $473K | Sell |
1,816
-357
| -16% | -$92.9K | 0.04% | 161 |
|
|
2023
Q3 | $500K | Sell |
2,173
-122
| -5% | -$28.1K | 0.05% | 155 |
|
|
2023
Q2 | $545K | Sell |
2,295
-149
| -6% | -$35.4K | 0.05% | 155 |
|
|
2023
Q1 | $551K | Sell |
2,444
-77
| -3% | -$17.4K | 0.05% | 156 |
|
|
2022
Q4 | $584K | Buy |
2,521
+299
| +13% | +$69.2K | 0.05% | 155 |
|
|
2022
Q3 | $394K | Sell |
2,222
-29
| -1% | -$5.14K | 0.04% | 178 |
|
|
2022
Q2 | $443K | Sell |
2,251
-195
| -8% | -$38.4K | 0.04% | 171 |
|
|
2022
Q1 | $542K | Sell |
2,446
-93
| -4% | -$20.6K | 0.05% | 171 |
|
|
2021
Q4 | $550K | Buy |
2,539
+226
| +10% | +$49K | 0.05% | 172 |
|
|
2021
Q3 | $515K | Buy |
2,313
+122
| +6% | +$27.2K | 0.05% | 172 |
|
|
2021
Q2 | $512K | Sell |
2,191
-5
| -0.2% | -$1.17K | 0.05% | 167 |
|
|
2021
Q1 | $465K | Buy |
2,196
+665
| +43% | +$141K | 0.05% | 167 |
|
|
2020
Q4 | $335K | Sell |
1,531
-605
| -28% | -$132K | 0.05% | 148 |
|
|
2020
Q3 | $427K | Buy |
2,136
+126
| +6% | +$25.2K | 0.05% | 155 |
|
|
2020
Q2 | $388K | Buy |
2,010
+35
| +2% | +$6.76K | 0.05% | 160 |
|
|
2020
Q1 | $318K | Sell |
1,975
-3,450
| -64% | -$555K | 0.05% | 160 |
|
|
2019
Q4 | $1.02M | Buy |
5,425
+121
| +2% | +$22.7K | 0.13% | 103 |
|
|
2019
Q3 | $932K | Sell |
5,304
-90
| -2% | -$15.8K | 0.13% | 108 |
|
|
2019
Q2 | $936K | Buy |
5,394
+1
| +0% | +$174 | 0.13% | 103 |
|
|
2019
Q1 | $842K | Buy |
+5,393
| New | +$842K | 0.12% | 109 |
|