Voisard Asset Management 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 | $378K | Buy |
1,064
+59
| +6% | +$20.9K | 0.1% | 65 |
|
2025
Q1 | $352K | Sell |
1,005
-7
| -0.7% | -$2.45K | 0.1% | 62 |
|
2024
Q4 | $320K | Buy |
1,012
+5
| +0.5% | +$1.58K | 0.11% | 64 |
|
2024
Q3 | $277K | Buy |
1,007
+10
| +1% | +$2.75K | 0.12% | 64 |
|
2024
Q2 | $262K | Sell |
997
-50
| -5% | -$13.1K | 0.13% | 47 |
|
2024
Q1 | $292K | Hold |
1,047
| – | – | 0.16% | 39 |
|
2023
Q4 | $273K | Buy |
+1,047
| New | +$273K | 0.16% | 42 |
|