WC
Whitney & Co’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
63,145
+156
| +0.2% | +$55.4K | 2.21% | 12 |
|
|
2025
Q1 | $22.1M | Buy |
62,989
+1,100
| +2% | +$386K | 2.35% | 10 |
|
|
2024
Q4 | $19.6M | Buy |
61,889
+120
| +0.2% | +$37.9K | 2.05% | 14 |
|
|
2024
Q3 | $17M | Buy |
61,769
+553
| +0.9% | +$152K | 1.82% | 18 |
|
|
2024
Q2 | $16.1M | Sell |
61,216
-125
| -0.2% | -$32.8K | 1.85% | 19 |
|
|
2024
Q1 | $17.1M | Buy |
61,341
+752
| +1% | +$210K | 2.04% | 16 |
|
|
2023
Q4 | $15.8M | Buy |
60,589
+237
| +0.4% | +$61.7K | 2.04% | 16 |
|
|
2023
Q3 | $13.9M | Buy |
60,352
+644
| +1% | +$148K | 2.08% | 17 |
|
|
2023
Q2 | $14.2M | Buy |
59,708
+588
| +1% | +$140K | 2.04% | 16 |
|
|
2023
Q1 | $13.3M | Buy |
59,120
+1,609
| +3% | +$363K | 2.11% | 11 |
|
|
2022
Q4 | $11.9M | Buy |
57,511
+8,079
| +16% | +$1.68M | 2.19% | 13 |
|
|
2022
Q3 | $8.78M | Buy |
49,432
+1,342
| +3% | +$238K | 1.71% | 18 |
|
|
2022
Q2 | $9.47M | Buy |
48,090
+259
| +0.5% | +$51K | 1.72% | 21 |
|
|
2022
Q1 | $10.6M | Buy |
47,831
+27,482
| +135% | +$6.09M | 1.63% | 18 |
|
|
2021
Q4 | $4.41M | Buy |
+20,349
| New | +$4.41M | 0.65% | 51 |
|
|
2018
Q4 | – | Sell |
-715
| Closed | -$104K | – | 449 |
|
|
2018
Q3 | $104K | Buy |
+715
| New | +$104K | 0.03% | 137 |
|