Silver Oak Securities’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
6,471
-54
| -0.8% | -$19.2K | 0.19% | 124 |
|
|
2025
Q1 | $2.24M | Buy |
6,525
+233
| +4% | +$79.9K | 0.21% | 112 |
|
|
2024
Q4 | $1.98M | Buy |
6,292
+336
| +6% | +$106K | 0.18% | 122 |
|
|
2024
Q3 | $1.63M | Buy |
5,956
+709
| +14% | +$194K | 0.17% | 130 |
|
|
2024
Q2 | $1.38M | Buy |
5,247
+183
| +4% | +$48K | 0.21% | 103 |
|
|
2024
Q1 | $1.41M | Sell |
5,064
-76
| -1% | -$21.2K | 0.22% | 105 |
|
|
2023
Q4 | $1.34M | Buy |
5,140
+1,374
| +36% | +$358K | 0.18% | 132 |
|
|
2023
Q3 | $866K | Sell |
3,766
-418
| -10% | -$96.1K | 0.19% | 100 |
|
|
2023
Q2 | $994K | Buy |
4,184
+345
| +9% | +$82K | 0.16% | 132 |
|
|
2023
Q1 | $865K | Sell |
3,839
-166
| -4% | -$37.4K | 0.14% | 130 |
|
|
2022
Q4 | $832K | Buy |
4,005
+239
| +6% | +$49.7K | 0.16% | 114 |
|
|
2022
Q3 | $866K | Buy |
3,766
+665
| +21% | +$153K | 0.19% | 100 |
|
|
2022
Q2 | $663K | Buy |
3,101
+552
| +22% | +$118K | 0.15% | 109 |
|
|
2022
Q1 | $552K | Buy |
+2,549
| New | +$552K | 0.11% | 157 |
|