Shorepath Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Sell |
24,561
-814
| -3% | -$289K | 7.19% | 5 |
|
|
2025
Q1 | $8.89M | Sell |
25,375
-887
| -3% | -$311K | 6.71% | 5 |
|
|
2024
Q4 | $8.3M | Sell |
26,262
-647
| -2% | -$204K | 5.94% | 5 |
|
|
2024
Q3 | $7.4M | Buy |
26,909
+1,895
| +8% | +$521K | 5.42% | 8 |
|
|
2024
Q2 | $6.57M | Buy |
25,014
+783
| +3% | +$206K | 5.05% | 11 |
|
|
2024
Q1 | $6.76M | Sell |
24,231
-1,941
| -7% | -$542K | 5.34% | 8 |
|
|
2023
Q4 | $6.81M | Buy |
+26,172
| New | +$6.81M | 6.04% | 4 |
|