Tiller Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
1,194
-229
| -16% | -$81.5K | 0.16% | 31 |
|
|
2025
Q1 | $499K | Buy |
1,423
+196
| +16% | +$68.7K | 0.21% | 28 |
|
|
2024
Q4 | $388K | Sell |
1,227
-13
| -1% | -$4.11K | 0.16% | 34 |
|
|
2024
Q3 | $341K | Buy |
1,240
+16
| +1% | +$4.4K | 0.14% | 34 |
|
|
2024
Q2 | $321K | Sell |
1,224
-42
| -3% | -$11K | 0.14% | 33 |
|
|
2024
Q1 | $353K | Hold |
1,266
| – | – | 0.16% | 33 |
|
|
2023
Q4 | $330K | Sell |
1,266
-80
| -6% | -$20.8K | 0.17% | 36 |
|
|
2023
Q3 | $310K | Hold |
1,346
| – | – | 0.17% | 37 |
|
|
2023
Q2 | $320K | Buy |
1,346
+25
| +2% | +$5.94K | 0.17% | 36 |
|
|
2023
Q1 | $298K | Sell |
1,321
-15
| -1% | -$3.38K | 0.17% | 35 |
|
|
2022
Q4 | $278K | Sell |
1,336
-10
| -0.7% | -$2.08K | 0.16% | 42 |
|
|
2022
Q3 | $239K | Sell |
1,346
-949
| -41% | -$169K | 0.15% | 42 |
|
|
2022
Q2 | $452K | Sell |
2,295
-57
| -2% | -$11.2K | 0.28% | 31 |
|
|
2022
Q1 | $522K | Buy |
2,352
+31
| +1% | +$6.88K | 0.3% | 26 |
|
|
2021
Q4 | $503K | Hold |
2,321
| – | – | 0.32% | 27 |
|
|
2021
Q3 | $517K | Hold |
2,321
| – | – | 0.39% | 23 |
|
|
2021
Q2 | $543K | Sell |
2,321
-73
| -3% | -$17.1K | 0.58% | 23 |
|
|
2021
Q1 | $507K | Buy |
2,394
+80
| +3% | +$16.9K | 0.63% | 16 |
|
|
2020
Q4 | $506K | Sell |
2,314
-25
| -1% | -$5.47K | 0.68% | 14 |
|
|
2020
Q3 | $468K | Buy |
2,339
+20
| +0.9% | +$4K | 0.87% | 12 |
|
|
2020
Q2 | $448K | Buy |
2,319
+24
| +1% | +$4.64K | 0.91% | 14 |
|
|
2020
Q1 | $370K | Sell |
2,295
-1,067
| -32% | -$172K | 0.42% | 21 |
|
|
2019
Q4 | $632K | Buy |
3,362
+1
| +0% | +$188 | 0.51% | 18 |
|
|
2019
Q3 | $578K | Sell |
3,361
-885
| -21% | -$152K | 0.49% | 17 |
|
|
2019
Q2 | $737K | Buy |
4,246
+1
| +0% | +$174 | 0.62% | 13 |
|
|
2019
Q1 | $663K | Sell |
4,245
-303
| -7% | -$47.3K | 0.58% | 14 |
|
|
2018
Q4 | $600K | Sell |
4,548
-67
| -1% | -$8.84K | 0.53% | 19 |
|
|
2018
Q3 | $693K | Buy |
4,615
+6
| +0.1% | +$901 | 0.48% | 20 |
|
|
2018
Q2 | $610K | Buy |
4,609
+2
| +0% | +$265 | 0.43% | 21 |
|
|
2018
Q1 | $551K | Buy |
4,607
+22
| +0.5% | +$2.63K | 0.4% | 24 |
|
|
2017
Q4 | $523K | Buy |
4,585
+202
| +5% | +$23K | 0.4% | 27 |
|
|
2017
Q3 | $461K | Sell |
4,383
-3,173
| -42% | -$334K | 0.36% | 28 |
|
|
2017
Q2 | $709K | Sell |
7,556
-169
| -2% | -$15.9K | 0.56% | 27 |
|
|
2017
Q1 | $687K | Buy |
7,725
+2
| +0% | +$178 | 0.54% | 26 |
|
|
2016
Q4 | $603K | Buy |
7,723
+2
| +0% | +$156 | 0.47% | 30 |
|
|
2016
Q3 | $639K | Buy |
7,721
+326
| +4% | +$27K | 0.54% | 26 |
|
|
2016
Q2 | $548K | Buy |
7,395
+2
| +0% | +$148 | 0.46% | 28 |
|
|
2016
Q1 | $565K | Sell |
7,393
-203
| -3% | -$15.5K | 0.48% | 29 |
|
|
2015
Q4 | $589K | Buy |
+7,596
| New | +$589K | 0.56% | 25 |
|