Stokes Family Office’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
8,561
+81
| +1% | +$28.8K | 0.32% | 71 |
|
|
2025
Q1 | $2.97M | Sell |
8,480
-2,411
| -22% | -$845K | 0.33% | 69 |
|
|
2024
Q4 | $3.44M | Buy |
10,891
+3,324
| +44% | +$1.05M | 0.37% | 63 |
|
|
2024
Q3 | $2.08M | Buy |
7,567
+248
| +3% | +$68.2K | 0.23% | 78 |
|
|
2024
Q2 | $1.92M | Buy |
7,319
+466
| +7% | +$122K | 0.23% | 82 |
|
|
2024
Q1 | $1.91M | Buy |
6,853
+315
| +5% | +$87.9K | 0.24% | 85 |
|
|
2023
Q4 | $1.7M | Sell |
6,538
-11,654
| -64% | -$3.03M | 0.23% | 87 |
|
|
2023
Q3 | $4.18M | Buy |
18,192
+335
| +2% | +$77.1K | 0.49% | 48 |
|
|
2023
Q2 | $4.24M | Buy |
17,857
+476
| +3% | +$113K | 0.49% | 44 |
|
|
2023
Q1 | $3.92M | Buy |
17,381
+1,093
| +7% | +$246K | 0.49% | 48 |
|
|
2022
Q4 | $3.38M | Buy |
16,288
+476
| +3% | +$98.9K | 0.44% | 54 |
|
|
2022
Q3 | $2.81M | Sell |
15,812
-1,880
| -11% | -$334K | 0.4% | 57 |
|
|
2022
Q2 | $3.48M | Buy |
17,692
+2,764
| +19% | +$544K | 0.48% | 52 |
|
|
2022
Q1 | $3.31M | Buy |
14,928
+1,962
| +15% | +$435K | 0.44% | 55 |
|
|
2021
Q4 | $2.81M | Buy |
12,966
+992
| +8% | +$215K | 0.35% | 59 |
|
|
2021
Q3 | $2.67M | Sell |
11,974
-149
| -1% | -$33.2K | 0.37% | 59 |
|
|
2021
Q2 | $2.84M | Buy |
12,123
+902
| +8% | +$211K | 0.4% | 55 |
|
|
2021
Q1 | $2.37M | Sell |
11,221
-467
| -4% | -$98.8K | 0.37% | 58 |
|
|
2020
Q4 | $2.56M | Buy |
11,688
+2,250
| +24% | +$492K | 0.5% | 48 |
|
|
2020
Q3 | $1.89M | Buy |
9,438
+2,824
| +43% | +$565K | 0.43% | 52 |
|
|
2020
Q2 | $1.28M | Sell |
6,614
-3,898
| -37% | -$753K | 0.32% | 65 |
|
|
2020
Q1 | $1.69M | Buy |
10,512
+70
| +0.7% | +$11.3K | 0.45% | 49 |
|
|
2019
Q4 | $1.97M | Buy |
+10,442
| New | +$1.97M | 0.44% | 51 |
|