The Family Firm’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,521
| Closed | -$533K | – | 192 |
|
|
2025
Q1 | $533K | Buy |
1,521
+2
| +0.1% | +$701 | 0.12% | 110 |
|
|
2024
Q4 | $480K | Sell |
1,519
-146
| -9% | -$46.2K | 0.11% | 117 |
|
|
2024
Q3 | $458K | Buy |
1,665
+298
| +22% | +$81.9K | 0.1% | 124 |
|
|
2024
Q2 | $359K | Buy |
1,367
+47
| +4% | +$12.3K | 0.08% | 138 |
|
|
2024
Q1 | $368K | Buy |
1,320
+2
| +0.2% | +$558 | 0.09% | 137 |
|
|
2023
Q4 | $343K | Buy |
1,318
+2
| +0.2% | +$521 | 0.09% | 135 |
|
|
2023
Q3 | $303K | Sell |
1,316
-66
| -5% | -$15.2K | 0.09% | 136 |
|
|
2023
Q2 | $328K | Buy |
1,382
+3
| +0.2% | +$712 | 0.09% | 139 |
|
|
2023
Q1 | $311K | Buy |
1,379
+22
| +2% | +$4.96K | 0.09% | 139 |
|
|
2022
Q4 | $282K | Buy |
1,357
+50
| +4% | +$10.4K | 0.08% | 150 |
|
|
2022
Q3 | $232K | Buy |
1,307
+2
| +0.2% | +$355 | 0.07% | 157 |
|
|
2022
Q2 | $257K | Buy |
1,305
+34
| +3% | +$6.7K | 0.08% | 159 |
|
|
2022
Q1 | $282K | Buy |
1,271
+2
| +0.2% | +$444 | 0.07% | 151 |
|
|
2021
Q4 | $275K | Buy |
1,269
+2
| +0.2% | +$433 | 0.07% | 151 |
|
|
2021
Q3 | $293K | Buy |
1,267
+89
| +8% | +$20.6K | 0.08% | 137 |
|
|
2021
Q2 | $275K | Buy |
1,178
+2
| +0.2% | +$467 | 0.07% | 146 |
|
|
2021
Q1 | $249K | Buy |
1,176
+41
| +4% | +$8.68K | 0.07% | 149 |
|
|
2020
Q4 | $229K | Buy |
1,135
+121
| +12% | +$24.4K | 0.07% | 152 |
|
|
2020
Q3 | $203K | Buy |
+1,014
| New | +$203K | 0.07% | 137 |
|
|
2019
Q4 | – | Sell |
-1,169
| Closed | -$201K | – | 157 |
|
|
2019
Q3 | $201K | Buy |
1,169
+1
| +0.1% | +$172 | 0.07% | 140 |
|
|
2019
Q2 | $203K | Buy |
+1,168
| New | +$203K | 0.07% | 138 |
|