EAM
EFG Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
19,227
+467
| +2% | +$166K | 0.96% | 14 |
|
|
2025
Q1 | $6.57M | Sell |
18,760
-4,603
| -20% | -$1.61M | 1.09% | 15 |
|
|
2024
Q4 | $7.39M | Buy |
23,363
+4,316
| +23% | +$1.37M | 1.01% | 14 |
|
|
2024
Q3 | $5.23M | Sell |
19,047
-3,563
| -16% | -$979K | 0.88% | 19 |
|
|
2024
Q2 | $5.93M | Sell |
22,610
-890
| -4% | -$233K | 1.03% | 16 |
|
|
2024
Q1 | $6.55M | Buy |
23,500
+2,823
| +14% | +$787K | 1.13% | 13 |
|
|
2023
Q4 | $5.39M | Buy |
20,677
+8,150
| +65% | +$2.12M | 1.02% | 15 |
|
|
2023
Q3 | $2.88M | Buy |
12,527
+1,817
| +17% | +$418K | 0.68% | 49 |
|
|
2023
Q2 | $2.54M | Sell |
10,710
-751
| -7% | -$178K | 0.55% | 62 |
|
|
2023
Q1 | $2.58M | Sell |
11,461
-1,959
| -15% | -$442K | 0.57% | 59 |
|
|
2022
Q4 | $2.79M | Sell |
13,420
-261
| -2% | -$54.3K | 0.63% | 58 |
|
|
2022
Q3 | $2.43M | Buy |
13,681
+836
| +7% | +$149K | 0.56% | 59 |
|
|
2022
Q2 | $2.53M | Buy |
12,845
+972
| +8% | +$191K | 0.53% | 63 |
|
|
2022
Q1 | $2.64M | Sell |
11,873
-1,082
| -8% | -$241K | 0.4% | 75 |
|
|
2021
Q4 | $2.81M | Buy |
+12,955
| New | +$2.81M | 0.37% | 78 |
|