Westend Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3K | Buy |
108
+49
| +83% | +$17.4K | 0.01% | 84 |
|
|
2025
Q1 | $20.7K | Hold |
59
| – | – | 0.01% | 93 |
|
|
2024
Q4 | $18.6K | Hold |
59
| – | – | 0.01% | 93 |
|
|
2024
Q3 | $16.2K | Hold |
59
| – | – | 0.01% | 105 |
|
|
2024
Q2 | $15.5K | Sell |
59
-29
| -33% | -$7.63K | 0.01% | 94 |
|
|
2024
Q1 | $24.6K | Buy |
+88
| New | +$24.6K | 0.01% | 87 |
|
|
2016
Q3 | $1.42M | Hold |
17,191
| – | – | 1.99% | 24 |
|
|
2016
Q2 | $1.28M | Sell |
17,191
-100
| -0.6% | -$7.42K | 1.85% | 26 |
|
|
2016
Q1 | $1.32M | Sell |
17,291
-16,775
| -49% | -$1.28M | 1.81% | 26 |
|
|
2015
Q4 | $2.64M | Buy |
34,066
+125
| +0.4% | +$9.69K | 3.62% | 8 |
|
|
2015
Q3 | $2.58M | Buy |
33,941
+205
| +0.6% | +$15.6K | 3.27% | 10 |
|
|
2015
Q2 | $2.26M | Buy |
33,736
+268
| +0.8% | +$18K | 2.63% | 11 |
|
|
2015
Q1 | $2.22M | Sell |
33,468
-4,836
| -13% | -$321K | 2.62% | 12 |
|
|
2014
Q4 | $2.51M | Sell |
38,304
-6,736
| -15% | -$442K | 2.9% | 7 |
|
|
2014
Q3 | $2.32M | Buy |
45,040
+1,356
| +3% | +$69.8K | 2.53% | 17 |
|
|
2014
Q2 | $2.39M | Sell |
43,684
-288
| -0.7% | -$15.8K | 2.85% | 9 |
|
|
2014
Q1 | $2.21M | Sell |
43,972
-1,948
| -4% | -$97.9K | 2.63% | 11 |
|
|
2013
Q4 | $2.56M | Buy |
+45,920
| New | +$2.56M | 2.74% | 12 |
|
|
2013
Q2 | $2.51M | Buy |
+54,920
| New | +$2.51M | 2.6% | 12 |
|