FAM
Formidable Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
12,557
-42
| -0.3% | -$14.7K | 0.74% | 23 |
|
|
2025
Q1 | $4.42M | Buy |
12,599
+23
| +0.2% | +$8.06K | 0.74% | 23 |
|
|
2024
Q4 | $3.97M | Sell |
12,576
-58
| -0.5% | -$18.3K | 0.65% | 27 |
|
|
2024
Q3 | $3.47M | Buy |
12,634
+254
| +2% | +$69.8K | 0.55% | 34 |
|
|
2024
Q2 | $3.25M | Buy |
12,380
+923
| +8% | +$242K | 0.53% | 34 |
|
|
2024
Q1 | $3.2M | Buy |
11,457
+8,855
| +340% | +$2.47M | 0.52% | 37 |
|
|
2023
Q4 | $677K | Sell |
2,602
-15
| -0.6% | -$3.91K | 0.14% | 142 |
|
|
2023
Q3 | $602K | Buy |
2,617
+66
| +3% | +$15.2K | 0.13% | 152 |
|
|
2023
Q2 | $606K | Hold |
2,551
| – | – | 0.13% | 149 |
|
|
2023
Q1 | $582K | Buy |
2,551
+100
| +4% | +$22.8K | 0.12% | 159 |
|
|
2022
Q4 | $509K | Sell |
2,451
-100
| -4% | -$20.8K | 0.12% | 163 |
|
|
2022
Q3 | $501K | Hold |
2,551
| – | – | 0.12% | 155 |
|
|
2022
Q2 | $512K | Buy |
2,551
+17
| +0.7% | +$3.41K | 0.12% | 164 |
|
|
2022
Q1 | $562K | Sell |
2,534
-2,405
| -49% | -$533K | 0.11% | 168 |
|
|
2021
Q4 | $1.08M | Buy |
4,939
+2,324
| +89% | +$509K | 0.21% | 96 |
|
|
2021
Q3 | $582K | Hold |
2,615
| – | – | 0.11% | 178 |
|
|
2021
Q2 | $639K | Sell |
2,615
-60
| -2% | -$14.7K | 0.14% | 157 |
|
|
2021
Q1 | $577K | Sell |
2,675
-437
| -14% | -$94.3K | 0.13% | 145 |
|
|
2020
Q4 | $678K | Sell |
3,112
-40
| -1% | -$8.72K | 0.16% | 120 |
|
|
2020
Q3 | $634K | Sell |
3,152
-1,256
| -28% | -$253K | 0.18% | 108 |
|
|
2020
Q2 | $864K | Buy |
4,408
+212
| +5% | +$41.6K | 0.25% | 87 |
|
|
2020
Q1 | $676K | Buy |
4,196
+150
| +4% | +$24.2K | 0.27% | 81 |
|
|
2019
Q4 | $832K | Buy |
+4,046
| New | +$832K | 0.26% | 85 |
|
|
2019
Q3 | – | Sell |
-3,171
| Closed | -$563K | – | 230 |
|
|
2019
Q2 | $563K | Buy |
+3,171
| New | +$563K | 0.19% | 107 |
|
|
2017
Q4 | – | Sell |
-2,610
| Closed | -$275K | – | 194 |
|
|
2017
Q3 | $275K | Buy |
2,610
+363
| +16% | +$38.2K | 0.12% | 158 |
|
|
2017
Q2 | $211K | Buy |
+2,247
| New | +$211K | 0.1% | 157 |
|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$117K | – | 409 |
|
|
2016
Q1 | $117K | Hold |
1,500
| – | – | 0.08% | 147 |
|
|
2015
Q4 | $112K | Buy |
1,500
+500
| +50% | +$37.3K | 0.08% | 162 |
|
|
2015
Q3 | $69K | Buy |
+1,000
| New | +$69K | 0.05% | 196 |
|