Stonebrook Private’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
8,404
+48
| +0.6% | +$17K | 0.7% | 36 |
|
|
2025
Q1 | $2.93M | Buy |
8,356
+281
| +3% | +$98.5K | 0.76% | 38 |
|
|
2024
Q4 | $2.55M | Buy |
8,075
+9
| +0.1% | +$2.84K | 0.67% | 42 |
|
|
2024
Q3 | $2.22M | Sell |
8,066
-169
| -2% | -$46.5K | 0.59% | 46 |
|
|
2024
Q2 | $2.16M | Sell |
8,235
-449
| -5% | -$118K | 0.62% | 44 |
|
|
2024
Q1 | $2.42M | Buy |
8,684
+717
| +9% | +$200K | 0.71% | 37 |
|
|
2023
Q4 | $2.07M | Buy |
+7,967
| New | +$2.07M | 0.69% | 38 |
|