Round Rock Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-938
| Closed | -$296K | – | 232 |
|
|
2024
Q4 | $296K | Buy |
938
+179
| +24% | +$56.6K | 0.06% | 167 |
|
|
2024
Q3 | $209K | Buy |
+759
| New | +$209K | 0.05% | 174 |
|
|
2021
Q2 | – | Sell |
-1,238
| Closed | -$262K | – | 71 |
|
|
2021
Q1 | $262K | Buy |
+1,238
| New | +$262K | 0.21% | 52 |
|