CAM
Clark Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
12,285
-162
| -1% | -$57.5K | 0.59% | 25 |
|
|
2025
Q1 | $4.36M | Buy |
12,447
+545
| +5% | +$191K | 0.73% | 22 |
|
|
2024
Q4 | $3.76M | Sell |
11,902
-6,040
| -34% | -$1.91M | 0.7% | 23 |
|
|
2024
Q3 | $4.93M | Sell |
17,942
-16,350
| -48% | -$4.5M | 1.06% | 19 |
|
|
2024
Q2 | $9M | Buy |
34,292
+418
| +1% | +$110K | 2.49% | 11 |
|
|
2024
Q1 | $9.45M | Buy |
33,874
+2
| +0% | +$558 | 2.9% | 10 |
|
|
2023
Q4 | $8.82M | Sell |
33,872
-6,192
| -15% | -$1.61M | 3.23% | 10 |
|
|
2023
Q3 | $9.22M | Buy |
40,064
+179
| +0.4% | +$41.2K | 3.96% | 9 |
|
|
2023
Q2 | $9.47M | Hold |
39,885
| – | – | 4.44% | 7 |
|
|
2023
Q1 | $8.99M | Hold |
39,885
| – | – | 5.38% | 5 |
|
|
2022
Q4 | $8.29M | Buy |
+39,885
| New | +$8.29M | 5.96% | 5 |
|