Spearhead Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.81M | Sell |
10,175
-82,884
| -89% | -$14.7M | 1.96% | 12 |
|
|
2022
Q2 | $18.3M | Sell |
93,059
-1,856
| -2% | -$365K | 2.73% | 8 |
|
|
2022
Q1 | $21M | Buy |
94,915
+5,686
| +6% | +$1.26M | 2.61% | 11 |
|
|
2021
Q4 | $19.3M | Buy |
89,229
+1,587
| +2% | +$344K | 2.33% | 14 |
|
|
2021
Q3 | $19.5M | Buy |
87,642
+19,992
| +30% | +$4.45M | 2.6% | 12 |
|
|
2021
Q2 | $15.8M | Buy |
67,650
+1,357
| +2% | +$317K | 2.15% | 14 |
|
|
2021
Q1 | $14M | Buy |
66,293
+6,639
| +11% | +$1.41M | 2.07% | 14 |
|
|
2020
Q4 | $13M | Buy |
59,654
+3,471
| +6% | +$759K | 2.07% | 14 |
|
|
2020
Q3 | $11.2M | Buy |
56,183
+1,305
| +2% | +$261K | 2.14% | 14 |
|
|
2020
Q2 | $10.6M | Buy |
54,878
+581
| +1% | +$112K | 2.26% | 13 |
|
|
2020
Q1 | $8.75M | Buy |
+54,297
| New | +$8.75M | 2.52% | 8 |
|