Westover Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
5,447
+1,311
| +32% | +$465K | 0.39% | 59 |
|
|
2025
Q1 | $1.45M | Sell |
4,136
-58
| -1% | -$20.3K | 0.32% | 70 |
|
|
2024
Q4 | $1.33M | Sell |
4,194
-65
| -2% | -$20.5K | 0.29% | 80 |
|
|
2024
Q3 | $1.17M | Sell |
4,259
-109
| -2% | -$30K | 0.23% | 94 |
|
|
2024
Q2 | $1.15M | Sell |
4,368
-122
| -3% | -$32K | 0.3% | 85 |
|
|
2024
Q1 | $1.25M | Sell |
4,490
-35
| -0.8% | -$9.77K | 0.37% | 72 |
|
|
2023
Q4 | $1.18M | Buy |
4,525
+61
| +1% | +$15.9K | 0.38% | 64 |
|
|
2023
Q3 | $1.03M | Buy |
4,464
+125
| +3% | +$28.8K | 0.37% | 65 |
|
|
2023
Q2 | $1.03M | Buy |
4,339
+2,254
| +108% | +$535K | 0.36% | 71 |
|
|
2023
Q1 | $470K | Buy |
2,085
+682
| +49% | +$154K | 0.17% | 100 |
|
|
2022
Q4 | $291K | Sell |
1,403
-817
| -37% | -$170K | 0.12% | 124 |
|
|
2022
Q3 | $394K | Sell |
2,220
-463
| -17% | -$82.2K | 0.15% | 104 |
|
|
2022
Q2 | $528K | Sell |
2,683
-233
| -8% | -$45.9K | 0.19% | 93 |
|
|
2022
Q1 | $647K | Sell |
2,916
-250
| -8% | -$55.5K | 0.2% | 95 |
|
|
2021
Q4 | $686K | Sell |
3,166
-1,055
| -25% | -$229K | 0.2% | 93 |
|
|
2021
Q3 | $940K | Buy |
4,221
+70
| +2% | +$15.6K | 0.29% | 78 |
|
|
2021
Q2 | $971K | Sell |
4,151
-245
| -6% | -$57.3K | 0.31% | 73 |
|
|
2021
Q1 | $931K | Sell |
4,396
-617
| -12% | -$131K | 0.32% | 73 |
|
|
2020
Q4 | $1.1M | Sell |
5,013
-208
| -4% | -$45.5K | 0.39% | 65 |
|
|
2020
Q3 | $1.04M | Buy |
5,221
+562
| +12% | +$112K | 0.43% | 60 |
|
|
2020
Q2 | $900K | Sell |
4,659
-1,116
| -19% | -$216K | 0.42% | 64 |
|
|
2020
Q1 | $930K | Buy |
5,775
+190
| +3% | +$30.6K | 0.5% | 52 |
|
|
2019
Q4 | $1.05M | Buy |
5,585
+211
| +4% | +$39.6K | 0.47% | 53 |
|
|
2019
Q3 | $924K | Buy |
5,374
+192
| +4% | +$33K | 0.44% | 56 |
|
|
2019
Q2 | $899K | Buy |
5,182
+3,289
| +174% | +$571K | 0.44% | 57 |
|
|
2019
Q1 | $296K | Buy |
1,893
+224
| +13% | +$35K | 0.15% | 98 |
|
|
2018
Q4 | $220K | Buy |
+1,669
| New | +$220K | 0.14% | 102 |
|