Rowlandmiller & Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
664
| – | – | 0.05% | 137 |
|
|
2025
Q1 | $233K | Sell |
664
-25
| -4% | -$8.77K | 0.05% | 137 |
|
|
2024
Q4 | $218K | Buy |
689
+25
| +4% | +$7.91K | 0.05% | 140 |
|
|
2024
Q3 | $183K | Sell |
664
-181
| -21% | -$49.8K | 0.04% | 148 |
|
|
2024
Q2 | $222K | Sell |
845
-43
| -5% | -$11.3K | 0.05% | 132 |
|
|
2024
Q1 | $248K | Sell |
888
-105
| -11% | -$29.3K | 0.05% | 134 |
|
|
2023
Q4 | $259K | Hold |
993
| – | – | 0.06% | 135 |
|
|
2023
Q3 | $229K | Sell |
993
-13
| -1% | -$2.99K | 0.06% | 136 |
|
|
2023
Q2 | $239K | Buy |
1,006
+12
| +1% | +$2.85K | 0.06% | 136 |
|
|
2023
Q1 | $224K | Sell |
994
-181
| -15% | -$40.8K | 0.05% | 136 |
|
|
2022
Q4 | $244K | Hold |
1,175
| – | – | 0.06% | 136 |
|
|
2022
Q3 | $209K | Buy |
1,175
+13
| +1% | +$2.31K | 0.06% | 138 |
|
|
2022
Q2 | $229K | Hold |
1,162
| – | – | 0.06% | 134 |
|
|
2022
Q1 | $258K | Hold |
1,162
| – | – | 0.06% | 130 |
|
|
2021
Q4 | $252K | Buy |
1,162
+89
| +8% | +$19.3K | 0.06% | 134 |
|
|
2021
Q3 | $207K | Hold |
1,073
| – | – | 0.07% | 121 |
|
|
2021
Q2 | $251K | Hold |
1,073
| – | – | 0.06% | 131 |
|
|
2021
Q1 | $227K | Hold |
1,073
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $235K | Sell |
1,073
-50
| -4% | -$10.9K | 0.07% | 127 |
|
|
2020
Q3 | $181K | Buy |
1,123
+50
| +5% | +$8.06K | 0.07% | 114 |
|
|
2020
Q2 | $207K | Sell |
1,073
-50
| -4% | -$9.66K | 0.07% | 121 |
|
|
2020
Q1 | $181K | Sell |
1,123
-60
| -5% | -$9.67K | 0.07% | 114 |
|
|
2019
Q4 | $222K | Buy |
1,183
+50
| +4% | +$9.4K | 0.07% | 115 |
|
|
2019
Q3 | $198K | Hold |
1,133
| – | – | 0.07% | 114 |
|
|
2019
Q2 | $195K | Buy |
+1,133
| New | +$195K | 0.07% | 115 |
|