AAM
Autus Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,531
| Closed | -$331K | – | 178 |
|
|
2021
Q4 | $331K | Buy |
1,531
+162
| +12% | +$35K | 0.03% | 148 |
|
|
2021
Q3 | $305K | Buy |
1,369
+9
| +0.7% | +$2.01K | 0.03% | 143 |
|
|
2021
Q2 | $318K | Buy |
1,360
+10
| +0.7% | +$2.34K | 0.03% | 137 |
|
|
2021
Q1 | $286K | Buy |
1,350
+358
| +36% | +$75.8K | 0.03% | 142 |
|
|
2020
Q4 | $216K | Sell |
992
-446
| -31% | -$97.1K | 0.03% | 150 |
|
|
2020
Q3 | $287K | Hold |
1,438
| – | – | 0.04% | 140 |
|
|
2020
Q2 | $278K | Buy |
+1,438
| New | +$278K | 0.04% | 137 |
|
|
2020
Q1 | – | Sell |
-1,413
| Closed | -$265K | – | 154 |
|
|
2019
Q4 | $265K | Sell |
1,413
-60
| -4% | -$11.3K | 0.04% | 140 |
|
|
2019
Q3 | $254K | Buy |
1,473
+45
| +3% | +$7.76K | 0.04% | 142 |
|
|
2019
Q2 | $248K | Sell |
1,428
-53
| -4% | -$9.2K | 0.04% | 139 |
|
|
2019
Q1 | $231K | Sell |
1,481
-295
| -17% | -$46K | 0.04% | 145 |
|
|
2018
Q4 | $234K | Sell |
1,776
-300
| -14% | -$39.5K | 0.04% | 136 |
|
|
2018
Q3 | $312K | Buy |
2,076
+563
| +37% | +$84.6K | 0.05% | 126 |
|
|
2018
Q2 | $201K | Buy |
+1,513
| New | +$201K | 0.04% | 153 |
|