WC
V icon

Westhampton Capital’s Visa V Stock Holding History

Westhampton Capital’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$700K Buy
2,039
+137
+7% +$44K 0.29% 79
2026
Q1 		$575K Buy
1,902
+10
+0.5% +$3.22K 0.27% 79
2025
Q4 		$664K Sell
1,892
-25
-1% -$8.52K 0.31% 76
2025
Q3 		$654K Buy
1,917
+35
+2% +$12.1K 0.32% 77
2025
Q2 		$668K Sell
1,882
-98
-5% -$34.2K 0.34% 73
2025
Q1 		$694K Sell
1,980
-65
-3% -$22K 0.38% 74
2024
Q4 		$646K Sell
2,045
-35
-2% -$10.5K 0.33% 78
2024
Q3 		$572K Buy
2,080
+15
+0.7% +$4.05K 0.29% 86
2024
Q2 		$542K Hold
2,065
– – 0.29% 83
2024
Q1 		$576K Buy
2,065
+60
+3% +$16.6K 0.31% 83
2023
Q4 		$522K Sell
2,005
-25
-1% -$6.16K 0.31% 84
2023
Q3 		$467K Buy
2,030
+8
+0.4% +$1.92K 0.3% 84
2023
Q2 		$480K Buy
2,022
+151
+8% +$34.6K 0.31% 79
2023
Q1 		$422K Buy
1,871
+90
+5% +$20K 0.27% 91
2022
Q4 		$370K Buy
1,781
+105
+6% +$21.2K 0.25% 92
2022
Q3 		$298K Sell
1,676
-11
-0.7% -$2.24K 0.22% 96
2022
Q2 		$332K Buy
1,687
+177
+12% +$36.6K 0.23% 97
2022
Q1 		$335K Buy
1,510
+50
+3% +$10.8K 0.22% 95
2021
Q4 		$316K Buy
1,460
+25
+2% +$5.37K 0.19% 96
2021
Q3 		$320K Buy
1,435
+40
+3% +$9.38K 0.22% 95
2021
Q2 		$326K Sell
1,395
-30
-2% -$6.86K 0.21% 99
2021
Q1 		$302K Hold
1,425
– – 0.21% 98
2020
Q4 		$312K Buy
1,425
+50
+4% +$10.2K 0.23% 89
2020
Q3 		$275K Buy
1,375
+50
+4% +$9.99K 0.22% 92
2020
Q2 		$256K Sell
1,325
-30
-2% -$5.48K 0.22% 90
2020
Q1 		$218K Sell
1,355
-250
-16% -$47.1K 0.23% 89
2019
Q4 		$302K Buy
1,605
+95
+6% +$17.1K 0.24% 87
2019
Q3 		$260K Buy
+1,510
New +$269K 0.22% 94

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return