Westside Investment 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 | $397K | Buy |
1,118
+305
| +38% | +$108K | 0.07% | 186 |
|
|
2025
Q1 | $284K | Hold |
813
| – | – | 0.06% | 197 |
|
|
2024
Q4 | $257K | Buy |
813
+18
| +2% | +$5.69K | 0.05% | 204 |
|
|
2024
Q3 | $218K | Sell |
795
-30
| -4% | -$8.21K | 0.05% | 226 |
|
|
2024
Q2 | $217K | Buy |
825
+67
| +9% | +$17.6K | 0.05% | 218 |
|
|
2024
Q1 | $212K | Buy |
758
+90
| +13% | +$25.1K | 0.05% | 219 |
|
|
2023
Q4 | $174K | Hold |
668
| – | – | 0.04% | 224 |
|
|
2023
Q3 | $154K | Hold |
668
| – | – | 0.04% | 226 |
|
|
2023
Q2 | $159K | Sell |
668
-24
| -3% | -$5.7K | 0.04% | 229 |
|
|
2023
Q1 | $156K | Sell |
692
-17
| -2% | -$3.83K | 0.05% | 232 |
|
|
2022
Q4 | $147 | Buy |
709
+156
| +28% | +$32 | ﹤0.01% | 340 |
|
|
2022
Q3 | $98 | Hold |
553
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $109 | Sell |
553
-26
| -4% | -$5 | ﹤0.01% | 346 |
|
|
2022
Q1 | $128 | Hold |
579
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $125 | Hold |
579
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $129 | Hold |
579
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $135 | Hold |
579
| – | – | ﹤0.01% | 314 |
|
|
2021
Q1 | $122 | Sell |
579
-49
| -8% | -$10 | ﹤0.01% | 315 |
|
|
2020
Q4 | $137 | Buy |
628
+76
| +14% | +$17 | ﹤0.01% | 270 |
|
|
2020
Q3 | $110 | Hold |
552
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $106 | Hold |
552
| – | – | ﹤0.01% | 270 |
|
|
2020
Q1 | $88 | Buy |
+552
| New | +$88 | ﹤0.01% | 287 |
|
|
2019
Q2 | $257 | Buy |
+1,481
| New | +$257 | ﹤0.01% | 174 |
|
|
2018
Q4 | $195K | Sell |
1,481
-149
| -9% | -$19.7K | 0.07% | 160 |
|
|
2018
Q3 | $246K | Hold |
1,630
| – | – | 0.08% | 131 |
|
|
2018
Q2 | $216K | Buy |
1,630
+110
| +7% | +$14.6K | 0.08% | 156 |
|
|
2018
Q1 | $180K | Sell |
1,520
-100
| -6% | -$11.8K | 0.1% | 160 |
|
|
2017
Q4 | $193K | Sell |
1,620
-60
| -4% | -$7.16K | 0.1% | 155 |
|
|
2017
Q3 | $180K | Hold |
1,680
| – | – | 0.11% | 146 |
|
|
2017
Q2 | $160K | Buy |
1,680
+40
| +2% | +$3.8K | 0.1% | 156 |
|
|
2017
Q1 | $146K | Buy |
1,640
+788
| +92% | +$70.2K | 0.07% | 154 |
|
|
2016
Q4 | $69.7K | Buy |
+852
| New | +$69.7K | 0.05% | 165 |
|