Tacita Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $300K | Buy |
844
+260
| +45% | +$92.3K | 0.19% | 71 |
|
2025
Q1 | $205K | Hold |
584
| – | – | 0.15% | 76 |
|
2024
Q4 | $185K | Buy |
584
+139
| +31% | +$43.9K | 0.13% | 82 |
|
2024
Q3 | $122K | Hold |
445
| – | – | 0.08% | 95 |
|
2024
Q2 | $117K | Hold |
445
| – | – | 0.08% | 98 |
|
2024
Q1 | $124K | Hold |
445
| – | – | 0.09% | 98 |
|
2023
Q4 | $116K | Buy |
445
+100
| +29% | +$26K | 0.09% | 99 |
|
2023
Q3 | $79.4K | Hold |
345
| – | – | 0.06% | 113 |
|
2023
Q2 | $82K | Sell |
345
-99
| -22% | -$23.5K | 0.06% | 104 |
|
2023
Q1 | $100K | Hold |
444
| – | – | 0.08% | 93 |
|
2022
Q4 | $92K | Hold |
444
| – | – | 0.07% | 96 |
|
2022
Q3 | $79K | Hold |
444
| – | – | 0.06% | 96 |
|
2022
Q2 | $87K | Hold |
444
| – | – | 0.06% | 104 |
|
2022
Q1 | $98K | Hold |
444
| – | – | 0.06% | 106 |
|
2021
Q4 | $96K | Hold |
444
| – | – | 0.05% | 104 |
|
2021
Q3 | $99K | Hold |
444
| – | – | 0.06% | 103 |
|
2021
Q2 | $104K | Hold |
444
| – | – | 0.06% | 107 |
|
2021
Q1 | $94K | Buy |
444
+99
| +29% | +$21K | 0.06% | 115 |
|
2020
Q4 | $75K | Buy |
+345
| New | +$75K | 0.05% | 121 |
|