Financial Management Professionals’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $227K | Sell |
661
-201
| -23% | -$64.5K | 0.02% | 168 |
|
|
2026
Q1 | $261K | Buy |
862
+22
| +3% | +$7.07K | 0.03% | 145 |
|
|
2025
Q4 | $295K | Buy |
840
+10
| +1% | +$3.41K | 0.03% | 137 |
|
|
2025
Q3 | $283K | Buy |
830
+11
| +1% | +$3.81K | 0.03% | 140 |
|
|
2025
Q2 | $291K | Sell |
819
-27
| -3% | -$9.41K | 0.03% | 132 |
|
|
2025
Q1 | $296K | Buy |
846
+11
| +1% | +$3.72K | 0.04% | 119 |
|
|
2024
Q4 | $264K | Sell |
835
-29
| -3% | -$8.72K | 0.03% | 130 |
|
|
2024
Q3 | $238K | Buy |
864
+38
| +5% | +$10.3K | 0.03% | 131 |
|
|
2024
Q2 | $217K | Buy |
826
+17
| +2% | +$4.66K | 0.03% | 136 |
|
|
2024
Q1 | $226K | Sell |
809
-53
| -6% | -$14.6K | 0.03% | 139 |
|
|
2023
Q4 | $224K | Sell |
862
-8
| -0.9% | -$1.97K | 0.04% | 123 |
|
|
2023
Q3 | $200K | Sell |
870
-56
| -6% | -$13.5K | 0.04% | 119 |
|
|
2023
Q2 | $220K | Buy |
926
+46
| +5% | +$10.5K | 0.04% | 121 |
|
|
2023
Q1 | $198K | Buy |
880
+544
| +162% | +$121K | 0.04% | 131 |
|
|
2022
Q4 | $70K | Buy |
336
+23
| +7% | +$4.64K | 0.01% | 200 |
|
|
2022
Q3 | $56K | Sell |
313
-550
| -64% | -$112K | 0.01% | 213 |
|
|
2022
Q2 | $170K | Buy |
863
+526
| +156% | +$109K | 0.04% | 105 |
|
|
2022
Q1 | $75K | Buy |
337
+56
| +20% | +$12.1K | 0.02% | 199 |
|
|
2021
Q4 | $61K | Sell |
281
-71
| -20% | -$15.2K | 0.01% | 230 |
|
|
2021
Q3 | $78K | Buy |
352
+145
| +70% | +$34K | 0.02% | 194 |
|
|
2021
Q2 | $48K | Buy |
207
+58
| +39% | +$13.3K | 0.01% | 230 |
|
|
2021
Q1 | $32K | Sell |
149
-483
| -76% | -$102K | 0.01% | 243 |
|
|
2020
Q4 | $138K | Buy |
632
+39
| +7% | +$7.98K | 0.04% | 88 |
|
|
2020
Q3 | $119K | Hold |
593
| – | – | 0.04% | 89 |
|
|
2020
Q2 | $115K | Buy |
+593
| New | +$108K | 0.04% | 86 |
|
|
2019
Q3 | – | Sell |
-59
| Closed | -$10K | – | 358 |
|
|
2019
Q2 | $10K | Hold |
59
| – | – | ﹤0.01% | 197 |
|
|
2019
Q1 | $9K | Hold |
59
| – | – | ﹤0.01% | 168 |
|
|
2018
Q4 | $8K | Hold |
59
| – | – | 0.01% | 164 |
|
|
2018
Q3 | $9K | Hold |
59
| – | – | ﹤0.01% | 186 |
|
|
2018
Q2 | $8K | Hold |
59
| – | – | ﹤0.01% | 176 |
|
|
2018
Q1 | $7K | Hold |
59
| – | – | ﹤0.01% | 184 |
|
|
2017
Q4 | $6K | Hold |
59
| – | – | ﹤0.01% | 165 |
|
|
2017
Q3 | $6K | Buy |
59
+19
| +48% | +$1.93K | ﹤0.01% | 167 |
|
|
2017
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 214 |
|
|
2017
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 240 |
|
|
2016
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 231 |
|
|
2016
Q3 | $3K | Sell |
40
-66
| -62% | -$5.28K | ﹤0.01% | 256 |
|
|
2016
Q2 | $6K | Buy |
106
+66
| +165% | +$5.17K | ﹤0.01% | 284 |
|
|
2016
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 213 |
|
|
2015
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 203 |
|
|
2015
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 223 |
|
|
2015
Q2 | $2K | Buy |
+40
| New | +$2.71K | ﹤0.01% | 240 |
|
Other funds holding V
WT
CRM
CAM
DC
CNB
AAMU
DLA
SI
P