Rockingstone 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 | $1.16M | Sell |
3,279
-2,430
| -43% | -$863K | 0.61% | 52 |
|
|
2025
Q1 | $2M | Buy |
5,709
+126
| +2% | +$44.2K | 0.9% | 43 |
|
|
2024
Q4 | $1.76M | Buy |
5,583
+881
| +19% | +$278K | 0.78% | 45 |
|
|
2024
Q3 | $1.29M | Sell |
4,702
-35
| -0.7% | -$9.62K | 0.63% | 50 |
|
|
2024
Q2 | $1.24M | Buy |
4,737
+105
| +2% | +$27.6K | 0.64% | 51 |
|
|
2024
Q1 | $1.29M | Buy |
4,632
+80
| +2% | +$22.3K | 0.67% | 56 |
|
|
2023
Q4 | $1.19M | Sell |
4,552
-916
| -17% | -$238K | 0.66% | 56 |
|
|
2023
Q3 | $1.26M | Buy |
5,468
+139
| +3% | +$32K | 0.7% | 51 |
|
|
2023
Q2 | $1.27M | Buy |
5,329
+19
| +0.4% | +$4.51K | 0.71% | 52 |
|
|
2023
Q1 | $1.2M | Buy |
5,310
+131
| +3% | +$29.5K | 0.73% | 56 |
|
|
2022
Q4 | $1.08M | Buy |
+5,179
| New | +$1.08M | 0.8% | 53 |
|