Beese Fulmer 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 | $1.82M | Buy |
5,137
+551
| +12% | +$196K | 0.14% | 110 |
|
|
2025
Q1 | $1.61M | Buy |
4,586
+96
| +2% | +$33.6K | 0.14% | 100 |
|
|
2024
Q4 | $1.42M | Buy |
4,490
+40
| +0.9% | +$12.6K | 0.12% | 104 |
|
|
2024
Q3 | $1.22M | Buy |
4,450
+19
| +0.4% | +$5.22K | 0.11% | 113 |
|
|
2024
Q2 | $1.16M | Hold |
4,431
| – | – | 0.11% | 113 |
|
|
2024
Q1 | $1.24M | Hold |
4,431
| – | – | 0.12% | 113 |
|
|
2023
Q4 | $1.15M | Buy |
4,431
+38
| +0.9% | +$9.89K | 0.12% | 114 |
|
|
2023
Q3 | $1.01M | Buy |
4,393
+1
| +0% | +$230 | 0.11% | 116 |
|
|
2023
Q2 | $1.04M | Sell |
4,392
-130
| -3% | -$30.9K | 0.11% | 115 |
|
|
2023
Q1 | $1.02M | Sell |
4,522
-180
| -4% | -$40.6K | 0.12% | 116 |
|
|
2022
Q4 | $977K | Buy |
4,702
+610
| +15% | +$127K | 0.12% | 122 |
|
|
2022
Q3 | $727K | Sell |
4,092
-85
| -2% | -$15.1K | 0.1% | 126 |
|
|
2022
Q2 | $822K | Buy |
4,177
+476
| +13% | +$93.7K | 0.11% | 125 |
|
|
2022
Q1 | $821K | Sell |
3,701
-650
| -15% | -$144K | 0.09% | 129 |
|
|
2021
Q4 | $943K | Buy |
4,351
+39
| +0.9% | +$8.45K | 0.1% | 124 |
|
|
2021
Q3 | $960K | Buy |
4,312
+250
| +6% | +$55.7K | 0.11% | 124 |
|
|
2021
Q2 | $950K | Sell |
4,062
-114
| -3% | -$26.7K | 0.11% | 121 |
|
|
2021
Q1 | $884K | Sell |
4,176
-23
| -0.5% | -$4.87K | 0.11% | 122 |
|
|
2020
Q4 | $918K | Sell |
4,199
-85
| -2% | -$18.6K | 0.12% | 118 |
|
|
2020
Q3 | $857K | Buy |
4,284
+145
| +4% | +$29K | 0.12% | 113 |
|
|
2020
Q2 | $800K | Buy |
4,139
+48
| +1% | +$9.28K | 0.12% | 114 |
|
|
2020
Q1 | $659K | Buy |
4,091
+10
| +0.2% | +$1.61K | 0.12% | 118 |
|
|
2019
Q4 | $767K | Buy |
4,081
+1,395
| +52% | +$262K | 0.11% | 117 |
|
|
2019
Q3 | $462K | Buy |
2,686
+650
| +32% | +$112K | 0.07% | 132 |
|
|
2019
Q2 | $353K | Buy |
2,036
+100
| +5% | +$17.3K | 0.07% | 126 |
|
|
2019
Q1 | $302K | Sell |
1,936
-20
| -1% | -$3.12K | 0.06% | 134 |
|
|
2018
Q4 | $258K | Hold |
1,956
| – | – | 0.06% | 137 |
|
|
2018
Q3 | $294K | Sell |
1,956
-40
| -2% | -$6.01K | 0.06% | 138 |
|
|
2018
Q2 | $264K | Hold |
1,996
| – | – | 0.06% | 148 |
|
|
2018
Q1 | $239K | Hold |
1,996
| – | – | 0.05% | 153 |
|
|
2017
Q4 | $228K | Hold |
1,996
| – | – | 0.05% | 168 |
|
|
2017
Q3 | $210K | Buy |
+1,996
| New | +$210K | 0.05% | 174 |
|