Ridgewood Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.6K | Sell |
182
-39
| -18% | -$13.8K | 0.03% | 296 |
|
|
2025
Q1 | $77.5K | Buy |
221
+38
| +21% | +$13.3K | 0.04% | 266 |
|
|
2024
Q4 | $57.8K | Hold |
183
| – | – | 0.03% | 287 |
|
|
2024
Q3 | $50.3K | Sell |
183
-1
| -0.5% | -$275 | 0.03% | 313 |
|
|
2024
Q2 | $48.3K | Buy |
+184
| New | +$48.3K | 0.02% | 321 |
|
|
2023
Q3 | – | Sell |
-215
| Closed | -$51.2K | – | 733 |
|
|
2023
Q2 | $51.2K | Buy |
215
+60
| +39% | +$14.3K | 0.03% | 323 |
|
|
2023
Q1 | $35K | Buy |
+155
| New | +$35K | 0.02% | 395 |
|
|
2021
Q1 | – | Sell |
-1,256
| Closed | -$251K | – | 212 |
|
|
2020
Q4 | $251K | Hold |
1,256
| – | – | 0.2% | 136 |
|
|
2020
Q3 | $251K | Buy |
1,256
+20
| +2% | +$4K | 0.2% | 137 |
|
|
2020
Q2 | $239K | Buy |
+1,236
| New | +$239K | 0.2% | 138 |
|
|
2020
Q1 | – | Sell |
-1,236
| Closed | -$232K | – | 195 |
|
|
2019
Q4 | $232K | Sell |
1,236
-74
| -6% | -$13.9K | 0.16% | 155 |
|
|
2019
Q3 | $225K | Buy |
+1,310
| New | +$225K | 0.18% | 154 |
|