CAM
Clio Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Buy |
27,083
+2,857
| +12% | +$1.01M | 7.54% | 8 |
|
|
2025
Q1 | $8.49M | Buy |
24,226
+3,616
| +18% | +$1.27M | 6.75% | 8 |
|
|
2024
Q4 | $6.51M | Sell |
20,610
-491
| -2% | -$155K | 4.81% | 10 |
|
|
2024
Q3 | $5.8M | Buy |
21,101
+96
| +0.5% | +$26.4K | 4.07% | 11 |
|
|
2024
Q2 | $5.51M | Sell |
21,005
-53
| -0.3% | -$13.9K | 4.31% | 11 |
|
|
2024
Q1 | $5.88M | Buy |
21,058
+2,177
| +12% | +$608K | 4.25% | 12 |
|
|
2023
Q4 | $4.92M | Buy |
+18,881
| New | +$4.92M | 3.99% | 11 |
|