Rational Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
8,508
+6,431
| +310% | +$2.28M | 0.3% | 61 |
|
|
2025
Q1 | $728K | Sell |
2,077
-904
| -30% | -$317K | 0.07% | 91 |
|
|
2024
Q4 | $942K | Buy |
+2,981
| New | +$942K | 0.09% | 73 |
|
|
2024
Q3 | – | Sell |
-723
| Closed | -$190K | – | 200 |
|
|
2024
Q2 | $190K | Buy |
+723
| New | +$190K | 0.02% | 117 |
|
|
2024
Q1 | – | Sell |
-10,538
| Closed | -$2.74M | – | 225 |
|
|
2023
Q4 | $2.74M | Buy |
10,538
+2,384
| +29% | +$621K | 0.28% | 44 |
|
|
2023
Q3 | $1.88M | Buy |
8,154
+788
| +11% | +$181K | 0.17% | 64 |
|
|
2023
Q2 | $1.75M | Sell |
7,366
-348
| -5% | -$82.6K | 0.14% | 66 |
|
|
2023
Q1 | $1.74M | Sell |
7,714
-3,441
| -31% | -$776K | 0.14% | 63 |
|
|
2022
Q4 | $2.32M | Sell |
11,155
-2,094
| -16% | -$435K | 0.19% | 44 |
|
|
2022
Q3 | $2.35M | Buy |
13,249
+12
| +0.1% | +$2.13K | 0.19% | 37 |
|
|
2022
Q2 | $2.61M | Sell |
13,237
-2,166
| -14% | -$426K | 0.19% | 39 |
|
|
2022
Q1 | $3.42M | Sell |
15,403
-11,725
| -43% | -$2.6M | 0.2% | 42 |
|
|
2021
Q4 | $5.88M | Buy |
27,128
+8,000
| +42% | +$1.73M | 0.36% | 26 |
|
|
2021
Q3 | $4.26M | Sell |
19,128
-2,700
| -12% | -$601K | 0.33% | 30 |
|
|
2021
Q2 | $5.1M | Sell |
21,828
-500
| -2% | -$117K | 0.6% | 26 |
|
|
2021
Q1 | $4.73M | Buy |
22,328
+1,330
| +6% | +$282K | 0.87% | 23 |
|
|
2020
Q4 | $4.59M | Buy |
20,998
+12,495
| +147% | +$2.73M | 1.23% | 18 |
|
|
2020
Q3 | $1.7M | Sell |
8,503
-4,415
| -34% | -$883K | 0.73% | 40 |
|
|
2020
Q2 | $2.5M | Buy |
12,918
+4,192
| +48% | +$810K | 1.29% | 13 |
|
|
2020
Q1 | $1.41M | Sell |
8,726
-12,530
| -59% | -$2.02M | 1.03% | 27 |
|
|
2019
Q4 | $3.99M | Sell |
21,256
-13,071
| -38% | -$2.46M | 1.87% | 5 |
|
|
2019
Q3 | $5.9M | Sell |
34,327
-8,337
| -20% | -$1.43M | 2.29% | 3 |
|
|
2019
Q2 | $7.4M | Sell |
42,664
-7,203
| -14% | -$1.25M | 2.63% | 3 |
|
|
2019
Q1 | $7.79M | Buy |
49,867
+20,551
| +70% | +$3.21M | 2.11% | 6 |
|
|
2018
Q4 | $3.87M | Sell |
29,316
-6,734
| -19% | -$888K | 1.21% | 21 |
|
|
2018
Q3 | $5.41M | Buy |
36,050
+13,440
| +59% | +$2.02M | 1.29% | 18 |
|
|
2018
Q2 | $3M | Sell |
22,610
-236
| -1% | -$31.3K | 1.41% | 5 |
|
|
2018
Q1 | $2.73M | Buy |
22,846
+13,267
| +139% | +$1.59M | 1.29% | 5 |
|
|
2017
Q4 | $1.09M | Buy |
+9,579
| New | +$1.09M | 0.57% | 58 |
|
|
2017
Q3 | – | Sell |
-2,400
| Closed | -$225K | – | 380 |
|
|
2017
Q2 | $225K | Sell |
2,400
-2,892
| -55% | -$271K | 0.14% | 174 |
|
|
2017
Q1 | $470K | Buy |
+5,292
| New | +$470K | 0.31% | 98 |
|
|
2015
Q3 | $27K | Hold |
384
| – | – | 0.01% | 275 |
|
|
2015
Q2 | $26K | Hold |
384
| – | – | 0.01% | 275 |
|
|
2015
Q1 | $25K | Sell |
384
-256
| -40% | -$16.7K | 0.01% | 275 |
|
|
2014
Q4 | $42K | Buy |
+640
| New | +$42K | 0.01% | 298 |
|
|
2013
Q4 | $610K | Sell |
10,964
-1,260
| -10% | -$70.1K | 0.05% | 329 |
|
|
2013
Q3 | $584K | Hold |
12,224
| – | – | 0.04% | 368 |
|
|
2013
Q2 | $558K | Buy |
+12,224
| New | +$558K | 0.05% | 370 |
|