Stokes & Hubbell Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $603K | Buy |
3,863
+75
| +2% | +$11.7K | 0.13% | 86 |
|
|
2018
Q4 | $500K | Buy |
3,788
+200
| +6% | +$26.4K | 0.11% | 85 |
|
|
2018
Q3 | $538K | Hold |
3,588
| – | – | 0.11% | 84 |
|
|
2018
Q2 | $475K | Buy |
3,588
+250
| +7% | +$33.1K | 0.11% | 89 |
|
|
2018
Q1 | $399K | Buy |
3,338
+1
| +0% | +$120 | 0.09% | 94 |
|
|
2017
Q4 | $381K | Hold |
3,337
| – | – | 0.09% | 91 |
|
|
2017
Q3 | $351K | Hold |
3,337
| – | – | 0.09% | 90 |
|
|
2017
Q2 | $313K | Buy |
3,337
+708
| +27% | +$66.4K | 0.1% | 88 |
|
|
2017
Q1 | $234K | Buy |
2,629
+55
| +2% | +$4.9K | 0.08% | 88 |
|
|
2016
Q4 | $201K | Buy |
+2,574
| New | +$201K | 0.08% | 87 |
|