EAM
Empirical Asset Management’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Buy |
4,580
+423
| +10% | +$150K | 0.5% | 46 |
|
2025
Q1 | $1.46M | Sell |
4,157
-109,593
| -96% | -$38.4M | 0.5% | 49 |
|
2024
Q4 | $703K | Buy |
113,750
+63,871
| +128% | +$395K | 0.23% | 121 |
|
2024
Q3 | $1.37M | Buy |
49,879
+1,106
| +2% | +$30.3K | 0.49% | 54 |
|
2024
Q2 | $1.02M | Buy |
48,773
+45,578
| +1,427% | +$949K | 0.38% | 64 |
|
2024
Q1 | $892K | Buy |
3,195
+35
| +1% | +$9.77K | 0.43% | 61 |
|
2023
Q4 | $823K | Buy |
3,160
+462
| +17% | +$120K | 0.67% | 47 |
|
2023
Q3 | $621K | Buy |
+2,698
| New | +$621K | 0.54% | 61 |
|
2022
Q4 | – | Sell |
-1,572
| Closed | -$279K | – | 178 |
|
2022
Q3 | $279K | Sell |
1,572
-430
| -21% | -$76.3K | 0.3% | 114 |
|
2022
Q2 | $394K | Buy |
+2,002
| New | +$394K | 0.42% | 88 |
|
2022
Q1 | – | Sell |
-2,328
| Closed | -$504K | – | 185 |
|
2021
Q4 | $504K | Buy |
+2,328
| New | +$504K | 0.49% | 76 |
|