AM Investment Strategies’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
4,039
-73
| -2% | -$25.9K | 0.34% | 43 |
|
|
2025
Q1 | $1.44M | Hold |
4,112
| – | – | 0.35% | 41 |
|
|
2024
Q4 | $1.3M | Hold |
4,112
| – | – | 0.32% | 41 |
|
|
2024
Q3 | $1.13M | Hold |
4,112
| – | – | 0.27% | 49 |
|
|
2024
Q2 | $1.08M | Hold |
4,112
| – | – | 0.27% | 49 |
|
|
2024
Q1 | $1.15M | Hold |
4,112
| – | – | 0.29% | 47 |
|
|
2023
Q4 | $1.07M | Buy |
4,112
+178
| +5% | +$46.3K | 0.3% | 46 |
|
|
2023
Q3 | $905K | Sell |
3,934
-30
| -0.8% | -$6.9K | 0.29% | 46 |
|
|
2023
Q2 | $941K | Buy |
3,964
+25
| +0.6% | +$5.94K | 0.29% | 47 |
|
|
2023
Q1 | $888K | Hold |
3,939
| – | – | 0.3% | 46 |
|
|
2022
Q4 | $818K | Buy |
3,939
+30
| +0.8% | +$6.23K | 0.29% | 46 |
|
|
2022
Q3 | $694K | Sell |
3,909
-332
| -8% | -$58.9K | 0.25% | 47 |
|
|
2022
Q2 | $835K | Hold |
4,241
| – | – | 0.29% | 47 |
|
|
2022
Q1 | $940K | Buy |
4,241
+128
| +3% | +$28.4K | 0.25% | 51 |
|
|
2021
Q4 | $891K | Hold |
4,113
| – | – | 0.21% | 55 |
|
|
2021
Q3 | $916K | Hold |
4,113
| – | – | 0.24% | 51 |
|
|
2021
Q2 | $962K | Hold |
4,113
| – | – | 0.25% | 52 |
|
|
2021
Q1 | $871K | Buy |
4,113
+223
| +6% | +$47.2K | 0.24% | 49 |
|
|
2020
Q4 | $851K | Hold |
3,890
| – | – | 0.26% | 47 |
|
|
2020
Q3 | $778K | Buy |
+3,890
| New | +$778K | 0.27% | 42 |
|