FineMark National Bank & Trust’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
51,956
-972
| -2% | -$345K | 0.63% | 37 |
|
|
2025
Q1 | $18.5M | Sell |
52,928
-623
| -1% | -$218K | 0.68% | 33 |
|
|
2024
Q4 | $16.9M | Sell |
53,551
-408
| -0.8% | -$129K | 0.59% | 47 |
|
|
2024
Q3 | $14.8M | Buy |
53,959
+625
| +1% | +$172K | 0.52% | 59 |
|
|
2024
Q2 | $14M | Buy |
53,334
+990
| +2% | +$260K | 0.52% | 60 |
|
|
2024
Q1 | $14.6M | Sell |
52,344
-1,032
| -2% | -$288K | 0.54% | 53 |
|
|
2023
Q4 | $13.9M | Buy |
53,376
+9,201
| +21% | +$2.4M | 0.57% | 47 |
|
|
2023
Q3 | $10.2M | Sell |
44,175
-347
| -0.8% | -$79.8K | 0.44% | 66 |
|
|
2023
Q2 | $10.6M | Buy |
44,522
+1,042
| +2% | +$247K | 0.43% | 59 |
|
|
2023
Q1 | $9.8M | Buy |
43,480
+553
| +1% | +$125K | 0.42% | 66 |
|
|
2022
Q4 | $8.92M | Buy |
42,927
+340
| +0.8% | +$70.6K | 0.4% | 67 |
|
|
2022
Q3 | $7.57M | Sell |
42,587
-193
| -0.5% | -$34.3K | 0.36% | 73 |
|
|
2022
Q2 | $8.42M | Sell |
42,780
-1,239
| -3% | -$244K | 0.37% | 63 |
|
|
2022
Q1 | $9.76M | Sell |
44,019
-28
| -0.1% | -$6.21K | 0.39% | 62 |
|
|
2021
Q4 | $9.55M | Sell |
44,047
-2,290
| -5% | -$496K | 0.36% | 61 |
|
|
2021
Q3 | $10.3M | Buy |
46,337
+3,260
| +8% | +$726K | 0.44% | 57 |
|
|
2021
Q2 | $10.1M | Sell |
43,077
-76
| -0.2% | -$17.8K | 0.41% | 59 |
|
|
2021
Q1 | $9.14M | Sell |
43,153
-304
| -0.7% | -$64.4K | 0.39% | 63 |
|
|
2020
Q4 | $9.51M | Buy |
43,457
+665
| +2% | +$145K | 0.42% | 52 |
|
|
2020
Q3 | $8.56M | Sell |
42,792
-1,025
| -2% | -$205K | 0.41% | 56 |
|
|
2020
Q2 | $8.46M | Sell |
43,817
-52
| -0.1% | -$10K | 0.47% | 51 |
|
|
2020
Q1 | $7.07M | Sell |
43,869
-1,016
| -2% | -$164K | 0.44% | 59 |
|
|
2019
Q4 | $8.43M | Buy |
44,885
+79
| +0.2% | +$14.8K | 0.42% | 64 |
|
|
2019
Q3 | $7.71M | Sell |
44,806
-1,800
| -4% | -$310K | 0.41% | 64 |
|
|
2019
Q2 | $8.09M | Sell |
46,606
-169
| -0.4% | -$29.3K | 0.45% | 60 |
|
|
2019
Q1 | $7.31M | Sell |
46,775
-10,699
| -19% | -$1.67M | 0.42% | 63 |
|
|
2018
Q4 | $7.58M | Buy |
57,474
+1,766
| +3% | +$233K | 0.51% | 47 |
|
|
2018
Q3 | $8.36M | Sell |
55,708
-1,429
| -3% | -$214K | 0.51% | 47 |
|
|
2018
Q2 | $7.57M | Buy |
57,137
+1,598
| +3% | +$212K | 0.46% | 46 |
|
|
2018
Q1 | $6.64M | Sell |
55,539
-1,566
| -3% | -$187K | 0.42% | 55 |
|
|
2017
Q4 | $6.51M | Buy |
57,105
+273
| +0.5% | +$31.1K | 0.41% | 56 |
|
|
2017
Q3 | $5.98M | Sell |
56,832
-5,329
| -9% | -$561K | 0.4% | 63 |
|
|
2017
Q2 | $5.83M | Sell |
62,161
-632
| -1% | -$59.3K | 0.42% | 61 |
|
|
2017
Q1 | $5.58M | Sell |
62,793
-1,322
| -2% | -$117K | 0.41% | 61 |
|
|
2016
Q4 | $5M | Buy |
64,115
+2,182
| +4% | +$170K | 0.4% | 59 |
|
|
2016
Q3 | $5.12M | Buy |
61,933
+4,163
| +7% | +$344K | 0.55% | 53 |
|
|
2016
Q2 | $4.28M | Sell |
57,770
-2,033
| -3% | -$151K | 0.48% | 58 |
|
|
2016
Q1 | $4.57M | Sell |
59,803
-1,190
| -2% | -$91K | 0.54% | 54 |
|
|
2015
Q4 | $4.73M | Buy |
60,993
+441
| +0.7% | +$34.2K | 0.56% | 49 |
|
|
2015
Q3 | $4.22M | Buy |
60,552
+418
| +0.7% | +$29.1K | 0.57% | 50 |
|
|
2015
Q2 | $4.04M | Buy |
60,134
+365
| +0.6% | +$24.5K | 0.53% | 56 |
|
|
2015
Q1 | $3.91M | Buy |
59,769
+197
| +0.3% | +$12.9K | 0.53% | 54 |
|
|
2014
Q4 | $3.91M | Sell |
59,572
-240
| -0.4% | -$15.7K | 0.57% | 48 |
|
|
2014
Q3 | $3.19M | Sell |
59,812
-1,040
| -2% | -$55.5K | 0.51% | 51 |
|
|
2014
Q2 | $3.21M | Sell |
60,852
-664
| -1% | -$35K | 0.54% | 46 |
|
|
2014
Q1 | $3.32M | Sell |
61,516
-2,076
| -3% | -$112K | 0.62% | 39 |
|
|
2013
Q4 | $3.54M | Buy |
63,592
+7,244
| +13% | +$403K | 0.73% | 31 |
|
|
2013
Q3 | $2.69M | Buy |
56,348
+10,592
| +23% | +$506K | 0.67% | 33 |
|
|
2013
Q2 | $2.09M | Buy |
+45,756
| New | +$2.09M | 0.63% | 38 |
|