Valley Brook Capital Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
7,098
-71
| -1% | -$25.2K | 1.89% | 14 |
|
|
2025
Q1 | $2.51M | Buy |
7,169
+315
| +5% | +$110K | 1.97% | 13 |
|
|
2024
Q4 | $2.17M | Buy |
6,854
+231
| +3% | +$73K | 1.62% | 16 |
|
|
2024
Q3 | $1.82M | Buy |
6,623
+162
| +3% | +$44.5K | 1.31% | 20 |
|
|
2024
Q2 | $1.7M | Buy |
6,461
+280
| +5% | +$73.5K | 1.32% | 20 |
|
|
2024
Q1 | $1.73M | Buy |
6,181
+173
| +3% | +$48.3K | 1.38% | 17 |
|
|
2023
Q4 | $1.56M | Buy |
6,008
+8
| +0.1% | +$2.08K | 1.36% | 18 |
|
|
2023
Q3 | $1.38M | Buy |
6,000
+126
| +2% | +$29K | 1.36% | 20 |
|
|
2023
Q2 | $1.39M | Sell |
5,874
-395
| -6% | -$93.8K | 1.29% | 21 |
|
|
2023
Q1 | $1.41M | Sell |
6,269
-174
| -3% | -$39.2K | 1.3% | 19 |
|
|
2022
Q4 | $1.34M | Buy |
6,443
+26
| +0.4% | +$5.4K | 1.28% | 24 |
|
|
2022
Q3 | $1.14M | Hold |
6,417
| – | – | 1.24% | 23 |
|
|
2022
Q2 | $1.26M | Buy |
6,417
+1
| +0% | +$197 | 1.3% | 19 |
|
|
2022
Q1 | $1.42M | Buy |
6,416
+15
| +0.2% | +$3.33K | 1.23% | 22 |
|
|
2021
Q4 | $1.39M | Buy |
6,401
+170
| +3% | +$36.8K | 1.2% | 22 |
|
|
2021
Q3 | $1.39M | Sell |
6,231
-134
| -2% | -$29.8K | 1.37% | 19 |
|
|
2021
Q2 | $1.49M | Buy |
6,365
+77
| +1% | +$18K | 1.42% | 15 |
|
|
2021
Q1 | $1.33M | Buy |
6,288
+255
| +4% | +$54K | 1.2% | 22 |
|
|
2020
Q4 | $1.32M | Buy |
+6,033
| New | +$1.32M | 1.3% | 19 |
|