Verum Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $748K | Buy |
2,107
+460
| +28% | +$163K | 0.17% | 73 |
|
2025
Q1 | $577K | Buy |
1,647
+25
| +2% | +$8.76K | 0.16% | 73 |
|
2024
Q4 | $513K | Buy |
1,622
+62
| +4% | +$19.6K | 0.15% | 86 |
|
2024
Q3 | $429K | Sell |
1,560
-41
| -3% | -$11.3K | 0.13% | 101 |
|
2024
Q2 | $420K | Buy |
1,601
+90
| +6% | +$23.6K | 0.14% | 91 |
|
2024
Q1 | $422K | Buy |
1,511
+22
| +1% | +$6.14K | 0.15% | 92 |
|
2023
Q4 | $388K | Sell |
1,489
-16
| -1% | -$4.17K | 0.15% | 90 |
|
2023
Q3 | $346K | Sell |
1,505
-592
| -28% | -$136K | 0.15% | 89 |
|
2023
Q2 | $498K | Buy |
+2,097
| New | +$498K | 0.45% | 48 |
|