Welch 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 | $12.6M | Buy |
35,425
+709
| +2% | +$252K | 0.53% | 38 |
|
|
2025
Q1 | $11.9M | Buy |
34,716
+3,270
| +10% | +$1.12M | 0.52% | 35 |
|
|
2024
Q4 | $9.92M | Buy |
31,446
+308
| +1% | +$97.1K | 0.45% | 41 |
|
|
2024
Q3 | $8.56M | Buy |
31,138
+2,349
| +8% | +$646K | 0.37% | 42 |
|
|
2024
Q2 | $7.56M | Buy |
28,789
+3,181
| +12% | +$835K | 0.36% | 40 |
|
|
2024
Q1 | $7.15M | Buy |
25,608
+1,274
| +5% | +$356K | 0.35% | 41 |
|
|
2023
Q4 | $6.34M | Buy |
24,334
+284
| +1% | +$73.9K | 0.34% | 42 |
|
|
2023
Q3 | $5.53M | Buy |
24,050
+485
| +2% | +$112K | 0.33% | 43 |
|
|
2023
Q2 | $5.6M | Buy |
23,565
+762
| +3% | +$181K | 0.32% | 44 |
|
|
2023
Q1 | $5.14M | Buy |
22,803
+637
| +3% | +$144K | 0.3% | 45 |
|
|
2022
Q4 | $4.61M | Buy |
22,166
+606
| +3% | +$126K | 0.26% | 42 |
|
|
2022
Q3 | $3.83M | Buy |
21,560
+1,045
| +5% | +$186K | 0.25% | 46 |
|
|
2022
Q2 | $4.04M | Buy |
20,515
+711
| +4% | +$140K | 0.25% | 44 |
|
|
2022
Q1 | $4.39M | Buy |
19,804
+2,265
| +13% | +$502K | 0.25% | 49 |
|
|
2021
Q4 | $3.8M | Buy |
17,539
+1,833
| +12% | +$397K | 0.22% | 53 |
|
|
2021
Q3 | $3.5M | Buy |
15,706
+1,922
| +14% | +$428K | 0.24% | 50 |
|
|
2021
Q2 | $3.22M | Sell |
13,784
-685
| -5% | -$160K | 0.22% | 50 |
|
|
2021
Q1 | $3.06M | Buy |
14,469
+214
| +2% | +$45.3K | 0.22% | 46 |
|
|
2020
Q4 | $3.12M | Buy |
14,255
+700
| +5% | +$153K | 0.25% | 45 |
|
|
2020
Q3 | $2.71M | Buy |
13,555
+619
| +5% | +$124K | 0.24% | 39 |
|
|
2020
Q2 | $2.5M | Buy |
12,936
+695
| +6% | +$134K | 0.23% | 38 |
|
|
2020
Q1 | $1.97M | Buy |
12,241
+6,179
| +102% | +$995K | 0.21% | 40 |
|
|
2019
Q4 | $1.14M | Buy |
6,062
+15
| +0.2% | +$2.82K | 0.11% | 54 |
|
|
2019
Q3 | $1.04M | Sell |
6,047
-19
| -0.3% | -$3.27K | 0.11% | 52 |
|
|
2019
Q2 | $1.05M | Buy |
6,066
+362
| +6% | +$62.8K | 0.11% | 51 |
|
|
2019
Q1 | $891K | Buy |
5,704
+138
| +2% | +$21.6K | 0.1% | 53 |
|
|
2018
Q4 | $734K | Buy |
5,566
+249
| +5% | +$32.8K | 0.09% | 55 |
|
|
2018
Q3 | $798 | Buy |
5,317
+397
| +8% | +$60 | 0.08% | 58 |
|
|
2018
Q2 | $652K | Sell |
4,920
-149
| -3% | -$19.7K | 0.08% | 59 |
|
|
2018
Q1 | $606K | Buy |
5,069
+1,402
| +38% | +$168K | 0.08% | 58 |
|
|
2017
Q4 | $418K | Buy |
3,667
+28
| +0.8% | +$3.19K | 0.06% | 73 |
|
|
2017
Q3 | $383K | Sell |
3,639
-385
| -10% | -$40.5K | 0.06% | 70 |
|
|
2017
Q2 | $377K | Buy |
4,024
+654
| +19% | +$61.3K | 0.06% | 89 |
|
|
2017
Q1 | $299K | Buy |
3,370
+274
| +9% | +$24.3K | 0.06% | 72 |
|
|
2016
Q4 | $242K | Sell |
3,096
-2,371
| -43% | -$185K | 0.05% | 80 |
|
|
2016
Q3 | $452K | Buy |
5,467
+2,503
| +84% | +$207K | 0.09% | 68 |
|
|
2016
Q2 | $220K | Sell |
2,964
-858
| -22% | -$63.7K | 0.04% | 72 |
|
|
2016
Q1 | $292K | Buy |
3,822
+185
| +5% | +$14.1K | 0.05% | 82 |
|
|
2015
Q4 | $282K | Buy |
3,637
+113
| +3% | +$8.76K | 0.05% | 82 |
|
|
2015
Q3 | $245K | Sell |
3,524
-430
| -11% | -$29.9K | 0.05% | 86 |
|
|
2015
Q2 | $266K | Buy |
3,954
+246
| +7% | +$16.5K | 0.05% | 89 |
|
|
2015
Q1 | $243 | Buy |
3,708
+88
| +2% | +$6 | 0.04% | 91 |
|
|
2014
Q4 | $237K | Buy |
+3,620
| New | +$237K | 0.05% | 89 |
|