Triad Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.35M | Sell |
8,428
-1,213
| -13% | -$339K | 2.85% | 16 |
|
|
2023
Q4 | $2.51M | Buy |
9,641
+89
| +0.9% | +$23.2K | 3.29% | 16 |
|
|
2023
Q3 | $2.2M | Buy |
9,552
+104
| +1% | +$23.9K | 3.21% | 14 |
|
|
2023
Q2 | $2.24M | Sell |
9,448
-3
| -0% | -$712 | 3.12% | 13 |
|
|
2023
Q1 | $2.13M | Buy |
9,451
+263
| +3% | +$59.3K | 3.1% | 14 |
|
|
2022
Q4 | $1.91M | Buy |
9,188
+316
| +4% | +$65.7K | 2.99% | 14 |
|
|
2022
Q3 | $1.58M | Buy |
8,872
+1,557
| +21% | +$277K | 2.74% | 16 |
|
|
2022
Q2 | $1.44M | Buy |
7,315
+4,760
| +186% | +$937K | 2.13% | 23 |
|
|
2022
Q1 | $567K | Buy |
2,555
+321
| +14% | +$71.2K | 0.54% | 39 |
|
|
2021
Q4 | $484K | Buy |
+2,234
| New | +$484K | 0.44% | 43 |
|