AP
V icon

Atwood & Palmer’s Visa V Stock Holding History

Atwood & Palmer’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
1,005
-304
-23% -$97.6K 0.02% 136
2026
Q1 		$396K Buy
1,309
+4
+0.3% +$1.29K 0.02% 125
2025
Q4 		$458K Hold
1,305
– – 0.03% 118
2025
Q3 		$446K Sell
1,305
-77
-6% -$26.6K 0.03% 118
2025
Q2 		$491K Hold
1,382
– – 0.03% 115
2025
Q1 		$484K Buy
1,382
+762
+123% +$258K 0.03% 110
2024
Q4 		$196K Buy
620
+13
+2% +$3.91K 0.01% 146
2024
Q3 		$167K Buy
607
+3
+0.5% +$811 0.01% 156
2024
Q2 		$159K Sell
604
-150
-20% -$41.1K 0.01% 154
2024
Q1 		$210K Buy
754
+29
+4% +$8.01K 0.02% 145
2023
Q4 		$189K Hold
725
– – 0.02% 151
2023
Q3 		$167K Hold
725
– – 0.01% 149
2023
Q2 		$172K Buy
725
+525
+263% +$120K 0.02% 159
2023
Q1 		$45.1K Hold
200
– – ﹤0.01% 205
2022
Q4 		$41.6K Hold
200
– – ﹤0.01% 221
2022
Q3 		$36K Hold
200
– – ﹤0.01% 218
2022
Q2 		$39K Sell
200
-39
-16% -$8.06K ﹤0.01% 231
2022
Q1 		$53K Sell
239
-353
-60% -$76.3K ﹤0.01% 214
2021
Q4 		$128K Hold
592
– – 0.01% 167
2021
Q3 		$132K Buy
592
+85
+17% +$19.9K 0.01% 168
2021
Q2 		$119K Buy
507
+39
+8% +$8.92K 0.01% 176
2021
Q1 		$99K Hold
468
– – 0.01% 181
2020
Q4 		$102K Hold
468
– – 0.01% 171
2020
Q3 		$94K Hold
468
– – 0.01% 163
2020
Q2 		$90K Hold
468
– – 0.01% 160
2020
Q1 		$75K Buy
468
+200
+75% +$37.7K 0.01% 162
2019
Q4 		$50K Hold
268
– – 0.01% 183
2019
Q3 		$46K Hold
268
– – 0.01% 190
2019
Q2 		$47K Sell
268
-60
-18% -$9.82K 0.01% 180
2019
Q1 		$51K Hold
328
– – 0.01% 174
2018
Q4 		$43K Buy
328
+60
+22% +$8.29K 0.01% 176
2018
Q3 		$40K Hold
268
– – 0.01% 193
2018
Q2 		$35K Hold
268
– – ﹤0.01% 197
2018
Q1 		$32K Hold
268
– – ﹤0.01% 202
2017
Q4 		$31K Hold
268
– – ﹤0.01% 203
2017
Q3 		$28K Sell
268
-160
-37% -$16.2K ﹤0.01% 207
2017
Q2 		$40K Hold
428
– – 0.01% 195
2017
Q1 		$38K Hold
428
– – 0.01% 188
2016
Q4 		$33K Hold
428
– – 0.01% 194
2016
Q3 		$35K Hold
428
– – 0.01% 190
2016
Q2 		$32K Hold
428
– – 0.01% 198
2016
Q1 		$33K Hold
428
– – 0.01% 200
2015
Q4 		$33K Hold
428
– – 0.01% 227
2015
Q3 		$30K Hold
428
– – 0.01% 228
2015
Q2 		$29K Buy
428
+152
+55% +$10.3K 0.01% 216
2015
Q1 		$18K Hold
276
– – ﹤0.01% 243
2014
Q4 		$19K Hold
276
– – ﹤0.01% 257
2014
Q3 		$15K Buy
+276
New +$14.8K ﹤0.01% 275

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return