WBC
West Branch Capital’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Buy |
21,147
+173
| +0.8% | +$61.4K | 2.22% | 13 |
|
|
2025
Q1 | $7.35M | Buy |
20,974
+679
| +3% | +$238K | 2.45% | 10 |
|
|
2024
Q4 | $6.41M | Buy |
20,295
+830
| +4% | +$262K | 2.05% | 11 |
|
|
2024
Q3 | $5.35M | Buy |
19,465
+325
| +2% | +$89.4K | 1.85% | 15 |
|
|
2024
Q2 | $5.02M | Buy |
19,140
+234
| +1% | +$61.4K | 1.87% | 12 |
|
|
2024
Q1 | $5.28M | Buy |
18,906
+1,029
| +6% | +$287K | 2.13% | 11 |
|
|
2023
Q4 | $4.65M | Buy |
17,877
+843
| +5% | +$219K | 2.19% | 10 |
|
|
2023
Q3 | $3.92M | Sell |
17,034
-57
| -0.3% | -$13.1K | 2.06% | 12 |
|
|
2023
Q2 | $4.06M | Buy |
17,091
+233
| +1% | +$55.3K | 2.03% | 10 |
|
|
2023
Q1 | $3.8M | Sell |
16,858
-66
| -0.4% | -$14.9K | 2.12% | 10 |
|
|
2022
Q4 | $3.52M | Sell |
16,924
-5
| -0% | -$1.04K | 2.17% | 13 |
|
|
2022
Q3 | $3.01M | Sell |
16,929
-46
| -0.3% | -$8.17K | 1.87% | 14 |
|
|
2022
Q2 | $3.34M | Buy |
16,975
+101
| +0.6% | +$19.9K | 1.93% | 12 |
|
|
2022
Q1 | $3.74M | Sell |
16,874
-1,049
| -6% | -$233K | 1.79% | 14 |
|
|
2021
Q4 | $3.88M | Buy |
17,923
+465
| +3% | +$101K | 1.65% | 16 |
|
|
2021
Q3 | $3.89M | Buy |
17,458
+58
| +0.3% | +$12.9K | 1.87% | 12 |
|
|
2021
Q2 | $4.07M | Sell |
17,400
-521
| -3% | -$122K | 2% | 10 |
|
|
2021
Q1 | $3.79M | Sell |
17,921
-1,040
| -5% | -$220K | 2.22% | 11 |
|
|
2020
Q4 | $4.15M | Sell |
18,961
-5
| -0% | -$1.09K | 2.45% | 9 |
|
|
2020
Q3 | $3.79M | Buy |
18,966
+317
| +2% | +$63.4K | 2.42% | 9 |
|
|
2020
Q2 | $3.6M | Buy |
18,649
+1,182
| +7% | +$228K | 2.54% | 9 |
|
|
2020
Q1 | $2.81M | Sell |
17,467
-371
| -2% | -$59.8K | 2.69% | 11 |
|
|
2019
Q4 | $3.35M | Buy |
17,838
+9,282
| +108% | +$1.74M | 2.33% | 11 |
|
|
2019
Q3 | $1.47M | Sell |
8,556
-730
| -8% | -$126K | 1.09% | 27 |
|
|
2019
Q2 | $1.61M | Sell |
9,286
-26
| -0.3% | -$4.51K | 1.33% | 21 |
|
|
2019
Q1 | $1.45M | Sell |
9,312
-139
| -1% | -$21.7K | 1.3% | 22 |
|
|
2018
Q4 | $1.25M | Sell |
9,451
-50
| -0.5% | -$6.6K | 1.31% | 23 |
|
|
2018
Q3 | $1.43M | Sell |
9,501
-1,819
| -16% | -$273K | 1.06% | 32 |
|
|
2018
Q2 | $1.5M | Buy |
+11,320
| New | +$1.5M | 1.18% | 29 |
|