West Family Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
8,788
+3,025
| +52% | +$1.07M | 0.81% | 18 |
|
|
2025
Q1 | $2.02M | Buy |
5,763
+159
| +3% | +$55.7K | 0.76% | 20 |
|
|
2024
Q4 | $1.77M | Sell |
5,604
-205
| -4% | -$64.8K | 0.62% | 25 |
|
|
2024
Q3 | $1.6M | Buy |
5,809
+1,023
| +21% | +$281K | 0.54% | 32 |
|
|
2024
Q2 | $1.26M | Buy |
4,786
+204
| +4% | +$53.5K | 0.38% | 53 |
|
|
2024
Q1 | $1.28M | Buy |
4,582
+542
| +13% | +$151K | 0.4% | 53 |
|
|
2023
Q4 | $1.05M | Hold |
4,040
| – | – | 0.36% | 57 |
|
|
2023
Q3 | $929K | Sell |
4,040
-316
| -7% | -$72.7K | 0.32% | 64 |
|
|
2023
Q2 | $1.03M | Buy |
4,356
+684
| +19% | +$162K | 0.4% | 57 |
|
|
2023
Q1 | $828K | Buy |
3,672
+586
| +19% | +$132K | 0.33% | 66 |
|
|
2022
Q4 | $641K | Sell |
3,086
-2,445
| -44% | -$508K | 0.22% | 81 |
|
|
2022
Q3 | $983K | Buy |
5,531
+3,424
| +163% | +$609K | 0.41% | 53 |
|
|
2022
Q2 | $415K | Sell |
2,107
-4,777
| -69% | -$941K | 0.16% | 111 |
|
|
2022
Q1 | $1.53M | Buy |
6,884
+5,260
| +324% | +$1.17M | 0.43% | 42 |
|
|
2021
Q4 | $352K | Sell |
1,624
-5,586
| -77% | -$1.21M | 0.1% | 173 |
|
|
2021
Q3 | $1.61M | Buy |
7,210
+1,802
| +33% | +$401K | 0.42% | 38 |
|
|
2021
Q2 | $1.26M | Buy |
+5,408
| New | +$1.26M | 0.34% | 41 |
|