AMI Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.52M | Sell |
15,552
-181
| -1% | -$64.3K | 1.43% | 18 |
|
2025
Q1 | $5.51M | Sell |
15,733
-371
| -2% | -$130K | 1.78% | 15 |
|
2024
Q4 | $5.09M | Buy |
16,104
+1,354
| +9% | +$428K | 1.65% | 17 |
|
2024
Q3 | $4.06M | Buy |
14,750
+106
| +0.7% | +$29.1K | 1.37% | 21 |
|
2024
Q2 | $3.84M | Sell |
14,644
-160
| -1% | -$42K | 1.34% | 24 |
|
2024
Q1 | $4.13M | Buy |
14,804
+252
| +2% | +$70.3K | 1.5% | 20 |
|
2023
Q4 | $3.79M | Buy |
14,552
+1,346
| +10% | +$350K | 1.54% | 20 |
|
2023
Q3 | $3.04M | Sell |
13,206
-488
| -4% | -$112K | 1.37% | 25 |
|
2023
Q2 | $3.25M | Sell |
13,694
-81
| -0.6% | -$19.2K | 1.44% | 25 |
|
2023
Q1 | $3.11M | Buy |
13,775
+37
| +0.3% | +$8.34K | 1.45% | 27 |
|
2022
Q4 | $2.85M | Buy |
13,738
+1,105
| +9% | +$230K | 1.44% | 27 |
|
2022
Q3 | $2.24M | Buy |
12,633
+528
| +4% | +$93.8K | 1.27% | 33 |
|
2022
Q2 | $2.38M | Buy |
12,105
+1,629
| +16% | +$321K | 1.2% | 33 |
|
2022
Q1 | $2.32M | Buy |
+10,476
| New | +$2.32M | 1.02% | 37 |
|