Samalin Investment Counsel’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
2,920
-121
| -4% | -$43K | 0.4% | 63 |
|
|
2025
Q1 | $1.07M | Buy |
3,041
+195
| +7% | +$68.4K | 0.43% | 57 |
|
|
2024
Q4 | $900K | Buy |
2,846
+1
| +0% | +$316 | 0.39% | 71 |
|
|
2024
Q3 | $782K | Sell |
2,845
-23
| -0.8% | -$6.32K | 0.34% | 87 |
|
|
2024
Q2 | $753K | Hold |
2,868
| – | – | 0.35% | 78 |
|
|
2024
Q1 | $800K | Sell |
2,868
-807
| -22% | -$225K | 0.38% | 70 |
|
|
2023
Q4 | $957K | Buy |
3,675
+56
| +2% | +$14.6K | 0.48% | 47 |
|
|
2023
Q3 | $832K | Sell |
3,619
-81
| -2% | -$18.6K | 0.48% | 55 |
|
|
2023
Q2 | $879K | Buy |
3,700
+851
| +30% | +$202K | 0.47% | 55 |
|
|
2023
Q1 | $642K | Buy |
2,849
+5
| +0.2% | +$1.13K | 0.39% | 72 |
|
|
2022
Q4 | $591K | Buy |
2,844
+7
| +0.2% | +$1.45K | 0.37% | 80 |
|
|
2022
Q3 | $504K | Sell |
2,837
-37
| -1% | -$6.57K | 0.37% | 80 |
|
|
2022
Q2 | $566K | Buy |
2,874
+38
| +1% | +$7.48K | 0.4% | 68 |
|
|
2022
Q1 | $629K | Buy |
2,836
+412
| +17% | +$91.4K | 0.38% | 73 |
|
|
2021
Q4 | $525K | Buy |
2,424
+160
| +7% | +$34.7K | 0.32% | 92 |
|
|
2021
Q3 | $504K | Buy |
2,264
+1
| +0% | +$223 | 0.33% | 99 |
|
|
2021
Q2 | $529K | Buy |
2,263
+37
| +2% | +$8.65K | 0.34% | 94 |
|
|
2021
Q1 | $471K | Buy |
2,226
+169
| +8% | +$35.8K | 0.32% | 106 |
|
|
2020
Q4 | $450K | Sell |
2,057
-215
| -9% | -$47K | 0.34% | 93 |
|
|
2020
Q3 | $454K | Buy |
2,272
+95
| +4% | +$19K | 0.41% | 75 |
|
|
2020
Q2 | $420K | Buy |
2,177
+131
| +6% | +$25.3K | 0.44% | 67 |
|
|
2020
Q1 | $329K | Sell |
2,046
-587
| -22% | -$94.4K | 0.44% | 71 |
|
|
2019
Q4 | $494K | Buy |
+2,633
| New | +$494K | 0.41% | 62 |
|