Proficio Capital Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79M | Buy |
27,570
+1,366
| +5% | +$485K | 0.61% | 34 |
|
|
2025
Q1 | $9.13M | Sell |
26,204
-56
| -0.2% | -$19.5K | 0.71% | 33 |
|
|
2024
Q4 | $8.3M | Buy |
26,260
+3,191
| +14% | +$1.01M | 0.67% | 27 |
|
|
2024
Q3 | $6.34M | Sell |
23,069
-3,427
| -13% | -$942K | 0.63% | 31 |
|
|
2024
Q2 | $6.95M | Buy |
26,496
+458
| +2% | +$120K | 0.73% | 24 |
|
|
2024
Q1 | $7.27M | Buy |
26,038
+178
| +0.7% | +$49.7K | 0.8% | 26 |
|
|
2023
Q4 | $6.73M | Buy |
25,860
+19
| +0.1% | +$4.95K | 0.83% | 23 |
|
|
2023
Q3 | $5.94M | Buy |
25,841
+202
| +0.8% | +$46.5K | 0.79% | 25 |
|
|
2023
Q2 | $6.09M | Sell |
25,639
-380
| -1% | -$90.2K | 0.83% | 21 |
|
|
2023
Q1 | $5.87M | Sell |
26,019
-215
| -0.8% | -$48.5K | 0.93% | 20 |
|
|
2022
Q4 | $5.45M | Buy |
26,234
+188
| +0.7% | +$39.1K | 1.03% | 16 |
|
|
2022
Q3 | $4.62M | Sell |
26,046
-62
| -0.2% | -$11K | 0.85% | 21 |
|
|
2022
Q2 | $5.14M | Sell |
26,108
-313
| -1% | -$61.6K | 0.96% | 22 |
|
|
2022
Q1 | $5.86M | Buy |
26,421
+248
| +0.9% | +$55K | 0.88% | 24 |
|
|
2021
Q4 | $5.67M | Buy |
26,173
+69
| +0.3% | +$15K | 0.79% | 26 |
|
|
2021
Q3 | $5.82M | Sell |
26,104
-556
| -2% | -$124K | 0.77% | 31 |
|
|
2021
Q2 | $6.23M | Buy |
26,660
+4,031
| +18% | +$943K | 0.76% | 31 |
|
|
2021
Q1 | $4.79M | Buy |
22,629
+2,718
| +14% | +$575K | 0.62% | 33 |
|
|
2020
Q4 | $4.36M | Sell |
19,911
-206
| -1% | -$45.1K | 0.68% | 32 |
|
|
2020
Q3 | $3.97M | Sell |
20,117
-968
| -5% | -$191K | 0.7% | 31 |
|
|
2020
Q2 | $3.93M | Buy |
21,085
+1,819
| +9% | +$339K | 0.8% | 28 |
|
|
2020
Q1 | $3.22M | Buy |
19,266
+2,060
| +12% | +$345K | 0.81% | 27 |
|
|
2019
Q4 | $3.23M | Buy |
17,206
+278
| +2% | +$52.2K | 0.93% | 24 |
|
|
2019
Q3 | $2.91M | Sell |
16,928
-2,263
| -12% | -$389K | 1.09% | 21 |
|
|
2019
Q2 | $3.33M | Buy |
19,191
+392
| +2% | +$68K | 1.14% | 17 |
|
|
2019
Q1 | $2.94M | Buy |
18,799
+883
| +5% | +$138K | 1.05% | 20 |
|
|
2018
Q4 | $2.36M | Buy |
17,916
+120
| +0.7% | +$15.8K | 1.05% | 23 |
|
|
2018
Q3 | $2.67M | Sell |
17,796
-131
| -0.7% | -$19.7K | 0.88% | 20 |
|
|
2018
Q2 | $2.37M | Buy |
17,927
+311
| +2% | +$41.2K | 0.97% | 25 |
|
|
2018
Q1 | $2.11M | Sell |
17,616
-2
| -0% | -$239 | 0.62% | 25 |
|
|
2017
Q4 | $2.01M | Hold |
17,618
| – | – | 0.65% | 26 |
|
|
2017
Q3 | $1.85M | Buy |
17,618
+26
| +0.1% | +$2.74K | 0.75% | 29 |
|
|
2017
Q2 | $1.78M | Sell |
17,592
-290
| -2% | -$29.4K | 0.74% | 30 |
|
|
2017
Q1 | $1.7M | Buy |
17,882
+793
| +5% | +$75.2K | 0.74% | 34 |
|
|
2016
Q4 | $1.33M | Buy |
17,089
+255
| +2% | +$19.9K | 0.57% | 38 |
|
|
2016
Q3 | $1.39M | Buy |
16,834
+628
| +4% | +$51.9K | 0.8% | 33 |
|
|
2016
Q2 | $1.28M | Buy |
16,206
+4,352
| +37% | +$345K | 0.8% | 34 |
|
|
2016
Q1 | $907K | Buy |
11,854
+1,166
| +11% | +$89.2K | 0.76% | 39 |
|
|
2015
Q4 | $829K | Buy |
+10,688
| New | +$829K | 0.81% | 35 |
|