DCM
Dimension Capital Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
3,523
-78
| -2% | -$27.7K | 0.19% | 48 |
|
|
2025
Q1 | $1.26M | Sell |
3,601
-165
| -4% | -$57.8K | 0.22% | 40 |
|
|
2024
Q4 | $1.19M | Sell |
3,766
-22
| -0.6% | -$6.95K | 0.19% | 41 |
|
|
2024
Q3 | $1.04M | Buy |
3,788
+79
| +2% | +$21.7K | 0.19% | 42 |
|
|
2024
Q2 | $974K | Buy |
3,709
+587
| +19% | +$154K | 0.2% | 44 |
|
|
2024
Q1 | $871K | Sell |
3,122
-90
| -3% | -$25.1K | 0.17% | 47 |
|
|
2023
Q4 | $836K | Buy |
3,212
+1,800
| +127% | +$469K | 0.17% | 42 |
|
|
2023
Q3 | $325K | Sell |
1,412
-1,078
| -43% | -$248K | 0.08% | 71 |
|
|
2023
Q2 | $591K | Sell |
2,490
-286
| -10% | -$67.9K | 0.13% | 51 |
|
|
2023
Q1 | $626K | Sell |
2,776
-69
| -2% | -$15.6K | 0.14% | 48 |
|
|
2022
Q4 | $591K | Buy |
2,845
+278
| +11% | +$57.8K | 0.14% | 49 |
|
|
2022
Q3 | $457K | Hold |
2,567
| – | – | 0.11% | 67 |
|
|
2022
Q2 | $506K | Sell |
2,567
-59
| -2% | -$11.6K | 0.11% | 59 |
|
|
2022
Q1 | $582K | Sell |
2,626
-8
| -0.3% | -$1.77K | 0.11% | 62 |
|
|
2021
Q4 | $570K | Buy |
2,634
+308
| +13% | +$66.7K | 0.11% | 63 |
|
|
2021
Q3 | $518K | Sell |
2,326
-212
| -8% | -$47.2K | 0.11% | 70 |
|
|
2021
Q2 | $594K | Sell |
2,538
-92
| -3% | -$21.5K | 0.13% | 61 |
|
|
2021
Q1 | $557K | Buy |
2,630
+23
| +0.9% | +$4.87K | 0.13% | 65 |
|
|
2020
Q4 | $569K | Buy |
2,607
+119
| +5% | +$26K | 0.16% | 56 |
|
|
2020
Q3 | $498K | Buy |
2,488
+65
| +3% | +$13K | 0.16% | 63 |
|
|
2020
Q2 | $468K | Buy |
2,423
+139
| +6% | +$26.8K | 0.15% | 66 |
|
|
2020
Q1 | $368K | Sell |
2,284
-104
| -4% | -$16.8K | 0.13% | 67 |
|
|
2019
Q4 | $448K | Sell |
2,388
-46
| -2% | -$8.63K | 0.13% | 70 |
|
|
2019
Q3 | $419K | Sell |
2,434
-9
| -0.4% | -$1.55K | 0.14% | 69 |
|
|
2019
Q2 | $424K | Buy |
+2,443
| New | +$424K | 0.14% | 70 |
|