West Coast Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33,579
| Closed | -$11.8M | – | 141 |
|
|
2025
Q1 | $11.8M | Sell |
33,579
-487
| -1% | -$171K | 1.34% | 15 |
|
|
2024
Q4 | $10.8M | Buy |
34,066
+434
| +1% | +$137K | 1.19% | 23 |
|
|
2024
Q3 | $9.25M | Buy |
33,632
+297
| +0.9% | +$81.7K | 1.02% | 31 |
|
|
2024
Q2 | $8.75M | Buy |
33,335
+335
| +1% | +$87.9K | 1.04% | 28 |
|
|
2024
Q1 | $9.21M | Buy |
33,000
+532
| +2% | +$148K | 1.12% | 27 |
|
|
2023
Q4 | $8.45M | Buy |
32,468
+26,854
| +478% | +$6.99M | 1.11% | 29 |
|
|
2023
Q3 | $1.29M | Sell |
5,614
-715
| -11% | -$164K | 0.19% | 75 |
|
|
2023
Q2 | $1.5M | Sell |
6,329
-428
| -6% | -$102K | 0.21% | 74 |
|
|
2023
Q1 | $1.52M | Sell |
6,757
-53
| -0.8% | -$11.9K | 0.23% | 71 |
|
|
2022
Q4 | $1.41M | Buy |
6,810
+2
| +0% | +$416 | 0.24% | 68 |
|
|
2022
Q3 | $1.21M | Buy |
6,808
+46
| +0.7% | +$8.17K | 0.22% | 67 |
|
|
2022
Q2 | $1.33M | Buy |
6,762
+160
| +2% | +$31.5K | 0.24% | 64 |
|
|
2022
Q1 | $1.46M | Buy |
6,602
+59
| +0.9% | +$13.1K | 0.22% | 63 |
|
|
2021
Q4 | $1.42M | Sell |
6,543
-231
| -3% | -$50.1K | 0.2% | 65 |
|
|
2021
Q3 | $1.51M | Buy |
6,774
+144
| +2% | +$32.1K | 0.24% | 65 |
|
|
2021
Q2 | $1.55M | Hold |
6,630
| – | – | 0.25% | 64 |
|
|
2021
Q1 | $1.4M | Buy |
6,630
+135
| +2% | +$28.6K | 0.24% | 63 |
|
|
2020
Q4 | $1.42M | Hold |
6,495
| – | – | 0.27% | 58 |
|
|
2020
Q3 | $1.3M | Sell |
6,495
-1,116
| -15% | -$223K | 0.29% | 57 |
|
|
2020
Q2 | $1.47M | Sell |
7,611
-68
| -0.9% | -$13.1K | 0.36% | 53 |
|
|
2020
Q1 | $1.24M | Buy |
7,679
+536
| +8% | +$86.3K | 0.33% | 50 |
|
|
2019
Q4 | $1.34M | Hold |
7,143
| – | – | 0.29% | 48 |
|
|
2019
Q3 | $1.23M | Sell |
7,143
-95
| -1% | -$16.3K | 0.28% | 52 |
|
|
2019
Q2 | $1.26M | Hold |
7,238
| – | – | 0.29% | 55 |
|
|
2019
Q1 | $1.13M | Buy |
7,238
+165
| +2% | +$25.8K | 0.27% | 62 |
|
|
2018
Q4 | $933K | Sell |
7,073
-2,841
| -29% | -$375K | 0.26% | 65 |
|
|
2018
Q3 | $1.49M | Buy |
9,914
+4,442
| +81% | +$667K | 0.34% | 60 |
|
|
2018
Q2 | $725K | Hold |
5,472
| – | – | 0.2% | 69 |
|
|
2018
Q1 | $655K | Hold |
5,472
| – | – | 0.19% | 69 |
|
|
2017
Q4 | $624K | Sell |
5,472
-541
| -9% | -$61.7K | 0.18% | 72 |
|
|
2017
Q3 | $633K | Buy |
6,013
+541
| +10% | +$57K | 0.17% | 90 |
|
|
2017
Q2 | $513K | Hold |
5,472
| – | – | 0.16% | 80 |
|
|
2017
Q1 | $486K | Hold |
5,472
| – | – | 0.15% | 88 |
|
|
2016
Q4 | $427K | Sell |
5,472
-800
| -13% | -$62.4K | 0.14% | 93 |
|
|
2016
Q3 | $519K | Buy |
6,272
+168
| +3% | +$13.9K | 0.17% | 89 |
|
|
2016
Q2 | $453K | Hold |
6,104
| – | – | 0.16% | 77 |
|
|
2016
Q1 | $467K | Buy |
6,104
+1,300
| +27% | +$99.5K | 0.19% | 66 |
|
|
2015
Q4 | $373K | Hold |
4,804
| – | – | 0.16% | 75 |
|
|
2015
Q3 | $335K | Hold |
4,804
| – | – | 0.15% | 75 |
|
|
2015
Q2 | $323K | Buy |
4,804
+100
| +2% | +$6.72K | 0.14% | 76 |
|
|
2015
Q1 | $308K | Buy |
4,704
+400
| +9% | +$26.2K | 0.14% | 78 |
|
|
2014
Q4 | $282K | Hold |
4,304
| – | – | 0.15% | 77 |
|
|
2014
Q3 | $230K | Hold |
4,304
| – | – | 0.13% | 78 |
|
|
2014
Q2 | $227K | Hold |
4,304
| – | – | 0.12% | 83 |
|
|
2014
Q1 | $232K | Hold |
4,304
| – | – | 0.12% | 89 |
|
|
2013
Q4 | $240K | Hold |
4,304
| – | – | 0.12% | 86 |
|
|
2013
Q3 | $206K | Buy |
+4,304
| New | +$206K | 0.11% | 86 |
|