Stamos Capital Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
11,980
+4,537
| +61% | +$1.61M | 0.76% | 39 |
|
|
2025
Q1 | $2.61M | Sell |
7,443
-3,677
| -33% | -$1.29M | 0.68% | 43 |
|
|
2024
Q4 | $3.51M | Buy |
11,120
+3,900
| +54% | +$1.23M | 0.82% | 35 |
|
|
2024
Q3 | $1.99M | Buy |
7,220
+3,600
| +99% | +$990K | 0.47% | 68 |
|
|
2024
Q2 | $950K | Buy |
+3,620
| New | +$950K | 0.2% | 111 |
|
|
2023
Q4 | – | Sell |
-8,220
| Closed | -$1.89M | – | 131 |
|
|
2023
Q3 | $1.89M | Sell |
8,220
-370
| -4% | -$85.1K | 0.42% | 71 |
|
|
2023
Q2 | $2.04M | Sell |
8,590
-660
| -7% | -$157K | 0.48% | 63 |
|
|
2023
Q1 | $2.09M | Buy |
9,250
+4,440
| +92% | +$1M | 0.54% | 58 |
|
|
2022
Q4 | $999K | Sell |
4,810
-770
| -14% | -$160K | 0.32% | 72 |
|
|
2022
Q3 | $991K | Buy |
5,580
+650
| +13% | +$115K | 0.25% | 80 |
|
|
2022
Q2 | $971K | Buy |
4,930
+1,100
| +29% | +$217K | 0.29% | 76 |
|
|
2022
Q1 | $849K | Buy |
+3,830
| New | +$849K | 0.28% | 71 |
|
|
2020
Q4 | – | Sell |
-6,300
| Closed | -$1.26M | – | 77 |
|
|
2020
Q3 | $1.26M | Hold |
6,300
| – | – | 0.47% | 39 |
|
|
2020
Q2 | $1.22M | Sell |
6,300
-11,599
| -65% | -$2.24M | 0.7% | 30 |
|
|
2020
Q1 | $2.88M | Buy |
17,899
+7,264
| +68% | +$1.17M | 1.52% | 24 |
|
|
2019
Q4 | $2M | Sell |
10,635
-465
| -4% | -$87.4K | 1.61% | 20 |
|
|
2019
Q3 | $1.91M | Sell |
11,100
-400
| -3% | -$68.8K | 1.7% | 18 |
|
|
2019
Q2 | $2M | Sell |
11,500
-6,151
| -35% | -$1.07M | 2% | 15 |
|
|
2019
Q1 | $2.64M | Sell |
17,651
-5,149
| -23% | -$770K | 3.38% | 6 |
|
|
2018
Q4 | $3.01M | Buy |
+22,800
| New | +$3.01M | 2.27% | 13 |
|