Weld Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-4,779
| Closed | -$1.12M | – | 185 |
|
2021
Q2 | $1.12M | Sell |
4,779
-299
| -6% | -$69.9K | 1.13% | 10 |
|
2021
Q1 | $1.08M | Buy |
+5,078
| New | +$1.08M | 0.45% | 64 |
|
2020
Q3 | – | Sell |
-3,759
| Closed | -$726K | – | 668 |
|
2020
Q2 | $726K | Buy |
+3,759
| New | +$726K | 0.28% | 120 |
|
2020
Q1 | – | Sell |
-6,867
| Closed | -$1.29M | – | 725 |
|
2019
Q4 | $1.29M | Buy |
6,867
+3,985
| +138% | +$749K | 0.25% | 132 |
|
2019
Q3 | $496K | Sell |
2,882
-11,980
| -81% | -$2.06M | 0.09% | 385 |
|
2019
Q2 | $2.58M | Buy |
+14,862
| New | +$2.58M | 0.47% | 19 |
|