Poehling 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 | $7.98M | Buy |
22,466
+17
| +0.1% | +$6.04K | 1.86% | 14 |
|
|
2025
Q1 | $7.87M | Sell |
22,449
-89
| -0.4% | -$31.2K | 1.99% | 12 |
|
|
2024
Q4 | $7.12M | Sell |
22,538
-13
| -0.1% | -$4.11K | 1.75% | 17 |
|
|
2024
Q3 | $6.2M | Sell |
22,551
-86
| -0.4% | -$23.6K | 1.59% | 17 |
|
|
2024
Q2 | $5.94M | Sell |
22,637
-239
| -1% | -$62.7K | 1.63% | 17 |
|
|
2024
Q1 | $6.38M | Sell |
22,876
-2
| -0% | -$558 | 1.71% | 16 |
|
|
2023
Q4 | $5.96M | Sell |
22,878
-49
| -0.2% | -$12.8K | 1.89% | 16 |
|
|
2023
Q3 | $5.27M | Buy |
22,927
+212
| +0.9% | +$48.8K | 1.85% | 17 |
|
|
2023
Q2 | $5.39M | Sell |
22,715
-405
| -2% | -$96.2K | 1.82% | 18 |
|
|
2023
Q1 | $5.21M | Sell |
23,120
-2
| -0% | -$451 | 1.76% | 20 |
|
|
2022
Q4 | $4.8M | Buy |
23,122
+66
| +0.3% | +$13.7K | 1.8% | 19 |
|
|
2022
Q3 | $4.1M | Buy |
23,056
+637
| +3% | +$113K | 1.72% | 21 |
|
|
2022
Q2 | $4.41M | Sell |
22,419
-368
| -2% | -$72.5K | 1.66% | 22 |
|
|
2022
Q1 | $5.05M | Sell |
22,787
-1,288
| -5% | -$286K | 1.56% | 20 |
|
|
2021
Q4 | $5.22M | Buy |
24,075
+939
| +4% | +$203K | 1.68% | 17 |
|
|
2021
Q3 | $5.15M | Sell |
23,136
-706
| -3% | -$157K | 1.74% | 16 |
|
|
2021
Q2 | $5.58M | Sell |
23,842
-93
| -0.4% | -$21.7K | 1.78% | 14 |
|
|
2021
Q1 | $5.07M | Sell |
23,935
-426
| -2% | -$90.2K | 1.77% | 12 |
|
|
2020
Q4 | $5.33M | Buy |
24,361
+201
| +0.8% | +$44K | 2.11% | 8 |
|
|
2020
Q3 | $4.83M | Sell |
24,160
-1,362
| -5% | -$272K | 2.48% | 7 |
|
|
2020
Q2 | $4.93M | Buy |
25,522
+388
| +2% | +$74.9K | 2.65% | 6 |
|
|
2020
Q1 | $4.05M | Buy |
25,134
+2,487
| +11% | +$401K | 2.97% | 8 |
|
|
2019
Q4 | $4.26M | Sell |
22,647
-96
| -0.4% | -$18K | 2.79% | 7 |
|
|
2019
Q3 | $3.91M | Sell |
22,743
-1,220
| -5% | -$210K | 2.87% | 7 |
|
|
2019
Q2 | $4.16M | Buy |
23,963
+550
| +2% | +$95.5K | 2.79% | 7 |
|
|
2019
Q1 | $3.66M | Sell |
23,413
-15
| -0.1% | -$2.34K | 2.67% | 8 |
|
|
2018
Q4 | $3.09M | Sell |
23,428
-565
| -2% | -$74.5K | 2.98% | 7 |
|
|
2018
Q3 | $3.6M | Buy |
23,993
+5,435
| +29% | +$816K | 2.55% | 8 |
|
|
2018
Q2 | $2.46M | Sell |
18,558
-5,545
| -23% | -$734K | 2.15% | 8 |
|
|
2018
Q1 | $2.88M | Sell |
24,103
-82
| -0.3% | -$9.81K | 2.33% | 6 |
|
|
2017
Q4 | $2.76M | Buy |
+24,185
| New | +$2.76M | 2.34% | 7 |
|