Stelac Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
699
+63
| +10% | +$22.4K | 0.09% | 74 |
|
|
2025
Q1 | $223K | Sell |
636
-1,488
| -70% | -$522K | 0.09% | 71 |
|
|
2024
Q4 | $672K | Buy |
2,124
+10
| +0.5% | +$3.17K | 0.26% | 52 |
|
|
2024
Q3 | $579K | Hold |
2,114
| – | – | 0.23% | 54 |
|
|
2024
Q2 | $555K | Sell |
2,114
-48
| -2% | -$12.6K | 0.23% | 57 |
|
|
2024
Q1 | $603K | Sell |
2,162
-16,035
| -88% | -$4.47M | 0.28% | 48 |
|
|
2023
Q4 | $4.74M | Buy |
18,197
+15,441
| +560% | +$4.02M | 2.55% | 13 |
|
|
2023
Q3 | $658K | Sell |
2,756
-2,365
| -46% | -$565K | 0.36% | 52 |
|
|
2023
Q2 | $1.22M | Sell |
5,121
-279
| -5% | -$66.6K | 0.55% | 37 |
|
|
2023
Q1 | $1.22M | Sell |
5,400
-608
| -10% | -$137K | 0.53% | 38 |
|
|
2022
Q4 | $1.25M | Buy |
6,008
+313
| +5% | +$65K | 0.57% | 40 |
|
|
2022
Q3 | $1.01M | Hold |
5,695
| – | – | 0.46% | 43 |
|
|
2022
Q2 | $1.12M | Buy |
5,695
+2,618
| +85% | +$515K | 0.45% | 44 |
|
|
2022
Q1 | $682K | Sell |
3,077
-1,855
| -38% | -$411K | 0.25% | 50 |
|
|
2021
Q4 | $1.07M | Sell |
4,932
-1,077
| -18% | -$233K | 0.29% | 53 |
|
|
2021
Q3 | $1.34M | Sell |
6,009
-2,101
| -26% | -$468K | 0.36% | 45 |
|
|
2021
Q2 | $1.9M | Buy |
8,110
+4,869
| +150% | +$1.14M | 0.43% | 48 |
|
|
2021
Q1 | $686K | Sell |
3,241
-82
| -2% | -$17.4K | 0.25% | 80 |
|
|
2020
Q4 | $727K | Buy |
3,323
+29
| +0.9% | +$6.35K | 0.19% | 85 |
|
|
2020
Q3 | $659K | Buy |
3,294
+971
| +42% | +$194K | 0.22% | 71 |
|
|
2020
Q2 | $449K | Buy |
2,323
+682
| +42% | +$132K | 0.17% | 67 |
|
|
2020
Q1 | $264K | Buy |
+1,641
| New | +$264K | 0.13% | 71 |
|
|
2019
Q4 | – | Sell |
-1,519
| Closed | -$262K | – | 111 |
|
|
2019
Q3 | $262K | Buy |
+1,519
| New | +$262K | 0.19% | 57 |
|