Roberts Capital 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 | $2.07M | Hold |
5,832
| – | – | 1.53% | 14 |
|
|
2025
Q1 | $2.04M | Hold |
5,832
| – | – | 1.79% | 12 |
|
|
2024
Q4 | $1.84M | Hold |
5,832
| – | – | 1.54% | 13 |
|
|
2024
Q3 | $1.6M | Hold |
5,832
| – | – | 1.37% | 16 |
|
|
2024
Q2 | $1.63M | Hold |
5,832
| – | – | 1.56% | 12 |
|
|
2024
Q1 | $1.63M | Buy |
+5,832
| New | +$1.63M | 1.56% | 12 |
|
|
2022
Q3 | $1.11M | Hold |
6,252
| – | – | 1.61% | 10 |
|
|
2022
Q2 | $1.23M | Hold |
6,252
| – | – | 1.69% | 9 |
|
|
2022
Q1 | $1.39M | Hold |
6,252
| – | – | 1.43% | 10 |
|
|
2021
Q4 | $1.36M | Buy |
+6,252
| New | +$1.36M | 1.26% | 13 |
|