Regency 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 | $3.74M | Sell |
10,542
-577
| -5% | -$205K | 1.96% | 20 |
|
|
2025
Q1 | $3.9M | Sell |
11,119
-185
| -2% | -$64.8K | 2.33% | 18 |
|
|
2024
Q4 | $3.57M | Buy |
11,304
+243
| +2% | +$76.8K | 1.93% | 23 |
|
|
2024
Q3 | $3.04M | Buy |
11,061
+3,273
| +42% | +$900K | 1.67% | 24 |
|
|
2024
Q2 | $2.04M | Buy |
7,788
+846
| +12% | +$222K | 1.32% | 25 |
|
|
2024
Q1 | $1.94M | Buy |
6,942
+5,961
| +608% | +$1.66M | 1.23% | 27 |
|
|
2023
Q4 | $255K | Buy |
+981
| New | +$255K | 0.17% | 48 |
|
|
2021
Q4 | – | Sell |
-14,052
| Closed | -$3.13M | – | 171 |
|
|
2021
Q3 | $3.13M | Buy |
14,052
+3,741
| +36% | +$833K | 2.2% | 13 |
|
|
2021
Q2 | $2.41M | Buy |
10,311
+2,842
| +38% | +$665K | 1.82% | 16 |
|
|
2021
Q1 | $1.58M | Buy |
+7,469
| New | +$1.58M | 1.66% | 21 |
|