St. Clair Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Hold |
2,583
| – | – | 0.24% | 47 |
|
|
2025
Q1 | $905K | Hold |
2,583
| – | – | 0.25% | 48 |
|
|
2024
Q4 | $816K | Hold |
2,583
| – | – | 0.23% | 50 |
|
|
2024
Q3 | $710K | Hold |
2,583
| – | – | 0.2% | 52 |
|
|
2024
Q2 | $678K | Hold |
2,583
| – | – | 0.22% | 51 |
|
|
2024
Q1 | $721K | Buy |
2,583
+543
| +27% | +$152K | 0.23% | 50 |
|
|
2023
Q4 | $531K | Hold |
2,040
| – | – | 0.18% | 62 |
|
|
2023
Q3 | $469K | Buy |
2,040
+489
| +32% | +$112K | 0.19% | 60 |
|
|
2023
Q2 | $368K | Buy |
1,551
+608
| +64% | +$144K | 0.14% | 70 |
|
|
2023
Q1 | $213K | Buy |
+943
| New | +$213K | 0.09% | 77 |
|