Waterloo Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
15,148
+272
| +2% | +$96.6K | 0.43% | 48 |
|
|
2025
Q1 | $5.21M | Buy |
14,876
+2,234
| +18% | +$783K | 0.48% | 51 |
|
|
2024
Q4 | $4M | Buy |
12,642
+2,524
| +25% | +$798K | 0.42% | 59 |
|
|
2024
Q3 | $2.78M | Sell |
10,118
-4,457
| -31% | -$1.23M | 0.3% | 83 |
|
|
2024
Q2 | $3.83M | Buy |
14,575
+1,067
| +8% | +$280K | 0.46% | 55 |
|
|
2024
Q1 | $3.77M | Buy |
13,508
+1,168
| +9% | +$326K | 0.48% | 48 |
|
|
2023
Q4 | $3.21M | Buy |
12,340
+5,172
| +72% | +$1.35M | 0.52% | 43 |
|
|
2023
Q3 | $1.65M | Buy |
7,168
+251
| +4% | +$57.7K | 0.48% | 44 |
|
|
2023
Q2 | $1.64M | Buy |
6,917
+232
| +3% | +$55.1K | 0.48% | 39 |
|
|
2023
Q1 | $1.51M | Buy |
+6,685
| New | +$1.51M | 0.47% | 42 |
|
|
2020
Q1 | $1.01M | Buy |
+6,287
| New | +$1.01M | 0.72% | 31 |
|