W.H. Cornerstone Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
6,244
+279
| +5% | +$99.1K | 1.41% | 17 |
|
|
2025
Q1 | $2.09M | Buy |
5,965
+2,106
| +55% | +$738K | 1.44% | 15 |
|
|
2024
Q4 | $1.22M | Sell |
3,859
-390
| -9% | -$123K | 0.81% | 26 |
|
|
2024
Q3 | $1.17M | Sell |
4,249
-153
| -3% | -$42.1K | 0.79% | 30 |
|
|
2024
Q2 | $1.16M | Sell |
4,402
-37
| -0.8% | -$9.72K | 0.82% | 27 |
|
|
2024
Q1 | $1.24M | Sell |
4,439
-156
| -3% | -$43.5K | 0.89% | 25 |
|
|
2023
Q4 | $1.2M | Buy |
4,595
+478
| +12% | +$124K | 0.95% | 29 |
|
|
2023
Q3 | $947K | Sell |
4,117
-122
| -3% | -$28.1K | 0.83% | 38 |
|
|
2023
Q2 | $1.01M | Buy |
4,239
+45
| +1% | +$10.7K | 0.9% | 39 |
|
|
2023
Q1 | $946K | Buy |
4,194
+595
| +17% | +$134K | 0.86% | 41 |
|
|
2022
Q4 | $803K | Sell |
3,599
-336
| -9% | -$75K | 0.76% | 46 |
|
|
2022
Q3 | $705K | Buy |
+3,935
| New | +$705K | 0.74% | 48 |
|