CAM
V icon

Clark Asset Management’s Visa V Stock Holding History

Clark Asset Management’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 		$3.62M Sell
10,563
-112
-1% -$36K 0.28% 39
2026
Q1 		$3.23M Buy
10,675
+307
+3% +$98.7K 0.3% 37
2025
Q4 		$3.64M Sell
10,368
-2,003
-16% -$682K 0.38% 36
2025
Q3 		$4.22M Buy
12,371
+86
+0.7% +$29.8K 0.49% 29
2025
Q2 		$4.36M Sell
12,285
-162
-1% -$56.5K 0.59% 25
2025
Q1 		$4.36M Buy
12,447
+545
+5% +$184K 0.73% 22
2024
Q4 		$3.76M Sell
11,902
-6,040
-34% -$1.82M 0.7% 23
2024
Q3 		$4.93M Sell
17,942
-16,350
-48% -$4.42M 1.06% 19
2024
Q2 		$9M Buy
34,292
+418
+1% +$115K 2.49% 11
2024
Q1 		$9.45M Buy
33,874
+2
+0% +$552 2.9% 10
2023
Q4 		$8.82M Sell
33,872
-6,192
-15% -$1.53M 3.23% 10
2023
Q3 		$9.22M Buy
40,064
+179
+0.4% +$43K 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 +$8.04M 5.96% 5

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