WCM
Whitener Capital Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
32,574
-173
| -0.5% | -$61.4K | 3.06% | 8 |
|
|
2025
Q1 | $11.5M | Sell |
32,747
-481
| -1% | -$169K | 3.25% | 8 |
|
|
2024
Q4 | $10.5M | Buy |
33,228
+127
| +0.4% | +$40.1K | 2.94% | 8 |
|
|
2024
Q3 | $9.1M | Buy |
33,101
+990
| +3% | +$272K | 2.58% | 9 |
|
|
2024
Q2 | $8.43M | Buy |
32,111
+1,822
| +6% | +$478K | 2.55% | 9 |
|
|
2024
Q1 | $8.45M | Buy |
30,289
+66
| +0.2% | +$18.4K | 2.77% | 8 |
|
|
2023
Q4 | $7.87M | Sell |
30,223
-583
| -2% | -$152K | 2.85% | 8 |
|
|
2023
Q3 | $7.09M | Sell |
30,806
-305
| -1% | -$70.2K | 2.84% | 8 |
|
|
2023
Q2 | $7.39M | Sell |
31,111
-478
| -2% | -$114K | 2.83% | 8 |
|
|
2023
Q1 | $7.12M | Sell |
31,589
-210
| -0.7% | -$47.3K | 2.98% | 8 |
|
|
2022
Q4 | $6.61M | Sell |
31,799
-1,405
| -4% | -$292K | 2.89% | 8 |
|
|
2022
Q3 | $5.9M | Sell |
33,204
-552
| -2% | -$98.1K | 2.79% | 8 |
|
|
2022
Q2 | $6.65M | Buy |
33,756
+1,412
| +4% | +$278K | 3% | 7 |
|
|
2022
Q1 | $7.17M | Buy |
32,344
+2,031
| +7% | +$450K | 2.69% | 8 |
|
|
2021
Q4 | $6.57M | Buy |
30,313
+543
| +2% | +$118K | 2.35% | 8 |
|
|
2021
Q3 | $6.51M | Buy |
29,770
+88
| +0.3% | +$19.2K | 3% | 8 |
|
|
2021
Q2 | $6.94M | Buy |
29,682
+45
| +0.2% | +$10.5K | 2.76% | 8 |
|
|
2021
Q1 | $6.28M | Sell |
29,637
-133
| -0.4% | -$28.2K | 2.72% | 8 |
|
|
2020
Q4 | $6.51M | Buy |
29,770
+274
| +0.9% | +$59.9K | 2.98% | 8 |
|
|
2020
Q3 | $5.9M | Sell |
29,496
-2,305
| -7% | -$461K | 2.84% | 7 |
|
|
2020
Q2 | $6.14M | Buy |
31,801
+90
| +0.3% | +$17.4K | 3.2% | 7 |
|
|
2020
Q1 | $5.11M | Sell |
31,711
-989
| -3% | -$159K | 3.3% | 7 |
|
|
2019
Q4 | $6.14M | Buy |
32,700
+900
| +3% | +$169K | 3.19% | 7 |
|
|
2019
Q3 | $5.47M | Sell |
31,800
-1,115
| -3% | -$192K | 3% | 7 |
|
|
2019
Q2 | $5.71M | Buy |
32,915
+1,570
| +5% | +$272K | 3.25% | 5 |
|
|
2019
Q1 | $4.9M | Sell |
31,345
-760
| -2% | -$119K | 3.2% | 6 |
|
|
2018
Q4 | $4.24M | Buy |
32,105
+1,500
| +5% | +$198K | 3.12% | 6 |
|
|
2018
Q3 | $4.59M | Sell |
30,605
-130
| -0.4% | -$19.5K | 3.01% | 5 |
|
|
2018
Q2 | $4.07M | Sell |
30,735
-1,355
| -4% | -$179K | 3.2% | 5 |
|
|
2018
Q1 | $3.84M | Buy |
32,090
+475
| +2% | +$56.8K | 2.94% | 5 |
|
|
2017
Q4 | $3.6M | Buy |
+31,615
| New | +$3.6M | 3.1% | 5 |
|