APM
Advanced Portfolio Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-913
| Closed | -$251K | – | 79 |
|
|
2024
Q3 | $251K | Sell |
913
-791
| -46% | -$217K | 0.26% | 42 |
|
|
2024
Q2 | $447K | Hold |
1,704
| – | – | 0.3% | 46 |
|
|
2024
Q1 | $476K | Buy |
+1,704
| New | +$476K | 0.9% | 31 |
|
|
2023
Q4 | – | Sell |
-6,898
| Closed | -$1.59M | – | 116 |
|
|
2023
Q3 | $1.59M | Buy |
6,898
+877
| +15% | +$202K | 1.33% | 24 |
|
|
2023
Q2 | $1.43M | Buy |
+6,021
| New | +$1.43M | 1.3% | 22 |
|