Winthrop Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
9,915
+900
| +10% | +$320K | 0.34% | 40 |
|
|
2025
Q1 | $3.16M | Sell |
9,015
-695
| -7% | -$244K | 0.38% | 36 |
|
|
2024
Q4 | $3.07M | Buy |
9,710
+563
| +6% | +$178K | 0.37% | 38 |
|
|
2024
Q3 | $2.52M | Sell |
9,147
-33
| -0.4% | -$9.07K | 0.31% | 39 |
|
|
2024
Q2 | $2.41M | Buy |
9,180
+247
| +3% | +$64.8K | 0.33% | 38 |
|
|
2024
Q1 | $2.49M | Buy |
8,933
+80
| +0.9% | +$22.3K | 0.36% | 35 |
|
|
2023
Q4 | $2.3M | Buy |
8,853
+2,289
| +35% | +$596K | 0.36% | 36 |
|
|
2023
Q3 | $1.51M | Buy |
6,564
+79
| +1% | +$18.2K | 0.25% | 38 |
|
|
2023
Q2 | $1.54M | Buy |
6,485
+645
| +11% | +$153K | 0.25% | 39 |
|
|
2023
Q1 | $1.32M | Buy |
5,840
+125
| +2% | +$28.2K | 0.23% | 44 |
|
|
2022
Q4 | $1.19M | Buy |
5,715
+2
| +0% | +$416 | 0.23% | 45 |
|
|
2022
Q3 | $1.02M | Buy |
5,713
+5
| +0.1% | +$888 | 0.22% | 46 |
|
|
2022
Q2 | $1.12M | Sell |
5,708
-154
| -3% | -$30.3K | 0.26% | 39 |
|
|
2022
Q1 | $1.3M | Sell |
5,862
-92
| -2% | -$20.4K | 0.27% | 38 |
|
|
2021
Q4 | $1.29M | Sell |
5,954
-112
| -2% | -$24.3K | 0.26% | 39 |
|
|
2021
Q3 | $1.35M | Buy |
6,066
+721
| +13% | +$161K | 0.3% | 36 |
|
|
2021
Q2 | $1.25M | Sell |
5,345
-423
| -7% | -$98.9K | 0.28% | 36 |
|
|
2021
Q1 | $1.22M | Buy |
5,768
+157
| +3% | +$33.2K | 0.3% | 35 |
|
|
2020
Q4 | $1.23M | Buy |
5,611
+550
| +11% | +$120K | 0.32% | 34 |
|
|
2020
Q3 | $1.03M | Buy |
5,061
+291
| +6% | +$59.1K | 0.31% | 32 |
|
|
2020
Q2 | $924K | Buy |
4,770
+361
| +8% | +$69.9K | 0.33% | 32 |
|
|
2020
Q1 | $710K | Buy |
4,409
+220
| +5% | +$35.4K | 0.28% | 36 |
|
|
2019
Q4 | $787K | Buy |
4,189
+422
| +11% | +$79.3K | 0.28% | 43 |
|
|
2019
Q3 | $648K | Buy |
3,767
+69
| +2% | +$11.9K | 0.26% | 41 |
|
|
2019
Q2 | $642K | Sell |
3,698
-2,315
| -38% | -$402K | 0.27% | 41 |
|
|
2019
Q1 | $945K | Buy |
6,013
+151
| +3% | +$23.7K | 0.42% | 34 |
|
|
2018
Q4 | $773K | Buy |
5,862
+108
| +2% | +$14.2K | 0.39% | 32 |
|
|
2018
Q3 | $864K | Buy |
5,754
+2,068
| +56% | +$311K | 0.49% | 29 |
|
|
2018
Q2 | $488K | Buy |
3,686
+1
| +0% | +$132 | 0.32% | 41 |
|
|
2018
Q1 | $447K | Buy |
3,685
+447
| +14% | +$54.2K | 0.31% | 44 |
|
|
2017
Q4 | $385K | Buy |
+3,238
| New | +$385K | 0.27% | 51 |
|