EFM
E Fund Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
17,868
-8,733
| -33% | -$3.1M | 0.3% | 53 |
|
|
2025
Q1 | $9.32M | Buy |
26,601
+8,021
| +43% | +$2.81M | 0.45% | 34 |
|
|
2024
Q4 | $5.87M | Buy |
18,580
+7,630
| +70% | +$2.41M | 0.29% | 46 |
|
|
2024
Q3 | $3.01M | Sell |
10,950
-1,340
| -11% | -$368K | 0.15% | 69 |
|
|
2024
Q2 | $3.23M | Sell |
12,290
-1,572
| -11% | -$413K | 0.18% | 55 |
|
|
2024
Q1 | $3.87M | Buy |
13,862
+11,013
| +387% | +$3.07M | 0.24% | 41 |
|
|
2023
Q4 | $742K | Buy |
2,849
+127
| +5% | +$33.1K | 0.05% | 106 |
|
|
2023
Q3 | $626K | Buy |
2,722
+19
| +0.7% | +$4.37K | 0.05% | 108 |
|
|
2023
Q2 | $642K | Sell |
2,703
-324
| -11% | -$77K | 0.05% | 99 |
|
|
2023
Q1 | $682K | Sell |
3,027
-13,334
| -81% | -$3M | 0.05% | 103 |
|
|
2022
Q4 | $3.4M | Sell |
16,361
-240
| -1% | -$49.9K | 0.28% | 38 |
|
|
2022
Q3 | $2.95M | Sell |
16,601
-734
| -4% | -$130K | 0.27% | 45 |
|
|
2022
Q2 | $3.41M | Sell |
17,335
-346
| -2% | -$68.1K | 0.31% | 45 |
|
|
2022
Q1 | $3.92M | Buy |
17,681
+1,328
| +8% | +$295K | 0.13% | 42 |
|
|
2021
Q4 | $3.54M | Sell |
16,353
-1,822
| -10% | -$395K | 0.13% | 56 |
|
|
2021
Q3 | $4.05M | Buy |
+18,175
| New | +$4.05M | 0.17% | 47 |
|
|
2021
Q1 | $4.77M | Buy |
+22,520
| New | +$4.77M | 0.39% | 39 |
|