Sonata Capital Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
1,321
+74
| +6% | +$26.3K | 0.19% | 75 |
|
|
2025
Q1 | $437K | Hold |
1,247
| – | – | 0.19% | 76 |
|
|
2024
Q4 | $394K | Hold |
1,247
| – | – | 0.16% | 78 |
|
|
2024
Q3 | $343K | Hold |
1,247
| – | – | 0.14% | 87 |
|
|
2024
Q2 | $327K | Sell |
1,247
-1,000
| -45% | -$262K | 0.17% | 72 |
|
|
2024
Q1 | $627K | Buy |
2,247
+500
| +29% | +$140K | 0.29% | 61 |
|
|
2023
Q4 | $455K | Hold |
1,747
| – | – | 0.23% | 72 |
|
|
2023
Q3 | $402K | Buy |
1,747
+500
| +40% | +$115K | 0.21% | 75 |
|
|
2023
Q2 | $296K | Sell |
1,247
-800
| -39% | -$190K | 0.15% | 88 |
|
|
2023
Q1 | $462K | Buy |
+2,047
| New | +$462K | 0.25% | 68 |
|
|
2020
Q1 | – | Sell |
-1,315
| Closed | -$247K | – | 114 |
|
|
2019
Q4 | $247K | Hold |
1,315
| – | – | 0.15% | 98 |
|
|
2019
Q3 | $226K | Buy |
+1,315
| New | +$226K | 0.15% | 97 |
|