Schubert & Co’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+623
| New | +$221K | 0.16% | 68 |
|
|
2023
Q2 | – | Sell |
-287
| Closed | -$64.7K | – | 1454 |
|
|
2023
Q1 | $64.7K | Sell |
287
-5
| -2% | -$1.13K | 0.06% | 61 |
|
|
2022
Q4 | $60.7K | Buy |
292
+42
| +17% | +$8.73K | 0.06% | 59 |
|
|
2022
Q3 | $44K | Sell |
250
-78
| -24% | -$13.7K | 0.04% | 71 |
|
|
2022
Q2 | $65K | Buy |
328
+179
| +120% | +$35.5K | 0.06% | 61 |
|
|
2022
Q1 | $33K | Buy |
149
+79
| +113% | +$17.5K | 0.04% | 66 |
|
|
2021
Q4 | $15K | Buy |
+70
| New | +$15K | 0.02% | 83 |
|