Sandy Cove 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 | $773K | Buy |
2,176
+27
| +1% | +$9.59K | 0.28% | 56 |
|
|
2025
Q1 | $753K | Buy |
2,149
+165
| +8% | +$57.8K | 0.3% | 52 |
|
|
2024
Q4 | $627K | Buy |
1,984
+288
| +17% | +$91K | 0.25% | 59 |
|
|
2024
Q3 | $466K | Buy |
1,696
+8
| +0.5% | +$2.2K | 0.19% | 71 |
|
|
2024
Q2 | $443K | Sell |
1,688
-499
| -23% | -$131K | 0.2% | 72 |
|
|
2024
Q1 | $610K | Buy |
2,187
+216
| +11% | +$60.3K | 0.28% | 56 |
|
|
2023
Q4 | $513K | Buy |
1,971
+304
| +18% | +$79.1K | 0.26% | 60 |
|
|
2023
Q3 | $383K | Buy |
1,667
+2
| +0.1% | +$460 | 0.22% | 77 |
|
|
2023
Q2 | $395K | Buy |
+1,665
| New | +$395K | 0.23% | 77 |
|
|
2022
Q2 | – | Sell |
-352
| Closed | -$78K | – | 370 |
|
|
2022
Q1 | $78K | Buy |
352
+69
| +24% | +$15.3K | 0.06% | 151 |
|
|
2021
Q4 | $61K | Buy |
+283
| New | +$61K | 0.05% | 172 |
|