American Money Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Buy |
38,553
+355
| +0.9% | +$114K | 1.84% | 17 |
|
|
2025
Q4 | $13.4M | Buy |
38,198
+2,453
| +7% | +$836K | 2.11% | 10 |
|
|
2025
Q3 | $12.2M | Buy |
35,745
+712
| +2% | +$246K | 2.04% | 10 |
|
|
2025
Q2 | $12.4M | Buy |
35,033
+987
| +3% | +$344K | 2.2% | 9 |
|
|
2025
Q1 | $11.9M | Buy |
34,046
+179
| +0.5% | +$60.6K | 2.26% | 10 |
|
|
2024
Q4 | $10.7M | Buy |
33,867
+135
| +0.4% | +$40.6K | 2.09% | 12 |
|
|
2024
Q3 | $9.27M | Buy |
33,732
+205
| +0.6% | +$55.4K | 1.85% | 15 |
|
|
2024
Q2 | $8.8M | Sell |
33,527
-2,915
| -8% | -$799K | 1.88% | 14 |
|
|
2024
Q1 | $10.2M | Buy |
36,442
+98
| +0.3% | +$27.1K | 2.12% | 8 |
|
|
2023
Q4 | $9.46M | Buy |
36,344
+108
| +0.3% | +$26.6K | 2.13% | 8 |
|
|
2023
Q3 | $8.33M | Buy |
36,236
+535
| +1% | +$129K | 2.13% | 7 |
|
|
2023
Q2 | $8.48M | Buy |
35,701
+651
| +2% | +$149K | 2.11% | 7 |
|
|
2023
Q1 | $7.9M | Buy |
35,050
+289
| +0.8% | +$64.3K | 2.1% | 7 |
|
|
2022
Q4 | $7.22M | Buy |
34,761
+1,853
| +6% | +$374K | 2.06% | 7 |
|
|
2022
Q3 | $5.85M | Buy |
32,908
+56
| +0.2% | +$11.4K | 1.78% | 10 |
|
|
2022
Q2 | $6.47M | Buy |
32,852
+580
| +2% | +$120K | 1.88% | 7 |
|
|
2022
Q1 | $7.16M | Buy |
32,272
+2,575
| +9% | +$557K | 1.9% | 8 |
|
|
2021
Q4 | $6.44M | Buy |
29,697
+913
| +3% | +$196K | 1.67% | 16 |
|
|
2021
Q3 | $6.41M | Buy |
28,784
+1,781
| +7% | +$418K | 1.81% | 11 |
|
|
2021
Q2 | $6.31M | Buy |
27,003
+1,274
| +5% | +$291K | 2.14% | 10 |
|
|
2021
Q1 | $5.45M | Buy |
25,729
+704
| +3% | +$148K | 2.03% | 13 |
|
|
2020
Q4 | $5.47M | Buy |
25,025
+358
| +1% | +$73.3K | 2.14% | 15 |
|
|
2020
Q3 | $4.93M | Sell |
24,667
-1,693
| -6% | -$338K | 2.24% | 10 |
|
|
2020
Q2 | $5.09M | Buy |
26,360
+573
| +2% | +$105K | 2.38% | 8 |
|
|
2020
Q1 | $4.16M | Sell |
25,787
-1,297
| -5% | -$244K | 2.33% | 8 |
|
|
2019
Q4 | $5.09M | Buy |
27,084
+1,681
| +7% | +$303K | 2.38% | 11 |
|
|
2019
Q3 | $4.37M | Sell |
25,403
-1,738
| -6% | -$310K | 2.33% | 13 |
|
|
2019
Q2 | $4.71M | Sell |
27,141
-55
| -0.2% | -$9.01K | 2.52% | 10 |
|
|
2019
Q1 | $4.25M | Sell |
27,196
-681
| -2% | -$98.1K | 2.36% | 10 |
|
|
2018
Q4 | $3.68M | Buy |
27,877
+1,359
| +5% | +$188K | 2.32% | 12 |
|
|
2018
Q3 | $3.98M | Sell |
26,518
-5,085
| -16% | -$723K | 2.28% | 13 |
|
|
2018
Q2 | $4.19M | Sell |
31,603
-250
| -0.8% | -$32.2K | 2.54% | 6 |
|
|
2018
Q1 | $3.81M | Sell |
31,853
-74
| -0.2% | -$8.97K | 2.38% | 11 |
|
|
2017
Q4 | $3.64M | Sell |
31,927
-211
| -0.7% | -$23.3K | 2.21% | 17 |
|
|
2017
Q3 | $3.38M | Sell |
32,138
-300
| -0.9% | -$30.4K | 2.25% | 13 |
|
|
2017
Q2 | $3.04M | Sell |
32,438
-233
| -0.7% | -$21.6K | 2.16% | 16 |
|
|
2017
Q1 | $2.9M | Buy |
32,671
+736
| +2% | +$63.3K | 2.14% | 17 |
|
|
2016
Q4 | $2.49M | Sell |
31,935
-398
| -1% | -$32K | 2% | 21 |
|
|
2016
Q3 | $2.67M | Sell |
32,333
-116
| -0.4% | -$9.29K | 2.14% | 16 |
|
|
2016
Q2 | $2.41M | Buy |
32,449
+1,933
| +6% | +$151K | 1.99% | 23 |
|
|
2016
Q1 | $2.33M | Buy |
30,516
+4,089
| +15% | +$297K | 1.93% | 22 |
|
|
2015
Q4 | $2.05M | Buy |
26,427
+43
| +0.2% | +$3.33K | 1.76% | 27 |
|
|
2015
Q3 | $1.84M | Sell |
26,384
-714
| -3% | -$51K | 1.74% | 31 |
|
|
2015
Q2 | $1.82M | Buy |
27,098
+1,234
| +5% | +$83.6K | 1.54% | 33 |
|
|
2015
Q1 | $1.69M | Buy |
25,864
+756
| +3% | +$50K | 1.48% | 33 |
|
|
2014
Q4 | $1.65M | Sell |
25,108
-280
| -1% | -$16.9K | 1.42% | 34 |
|
|
2014
Q3 | $1.35M | Buy |
25,388
+528
| +2% | +$28.4K | 1.15% | 35 |
|
|
2014
Q2 | $1.31M | Buy |
+24,860
| New | +$1.3M | 1.07% | 34 |
|
Other funds holding V
VCM
VPM
