Giverny Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142M | Buy |
401,297
+7,748
| +2% | +$2.75M | 4.89% | 6 |
|
|
2025
Q1 | $138M | Sell |
393,549
-2,168
| -0.5% | -$760K | 5.08% | 7 |
|
|
2024
Q4 | $125M | Buy |
395,717
+3,957
| +1% | +$1.25M | 4.57% | 8 |
|
|
2024
Q3 | $108M | Buy |
391,760
+4,793
| +1% | +$1.32M | 4.1% | 10 |
|
|
2024
Q2 | $102M | Buy |
386,967
+4,759
| +1% | +$1.25M | 4.29% | 8 |
|
|
2024
Q1 | $107M | Buy |
382,208
+5,116
| +1% | +$1.43M | 4.33% | 10 |
|
|
2023
Q4 | $98.2M | Buy |
377,092
+5,722
| +2% | +$1.49M | 4.61% | 8 |
|
|
2023
Q3 | $85.4M | Sell |
371,370
-141
| -0% | -$32.4K | 4.64% | 8 |
|
|
2023
Q2 | $88.2M | Buy |
371,511
+18,436
| +5% | +$4.38M | 4.64% | 8 |
|
|
2023
Q1 | $79.6M | Sell |
353,075
-5,312
| -1% | -$1.2M | 4.8% | 8 |
|
|
2022
Q4 | $74.5M | Sell |
358,387
-1,792
| -0.5% | -$372K | 4.6% | 10 |
|
|
2022
Q3 | $64M | Buy |
360,179
+8,559
| +2% | +$1.52M | 4.33% | 10 |
|
|
2022
Q2 | $69.2M | Buy |
351,620
+8,568
| +2% | +$1.69M | 4.56% | 8 |
|
|
2022
Q1 | $76.1M | Buy |
343,052
+5,472
| +2% | +$1.21M | 4.29% | 10 |
|
|
2021
Q4 | $73.2M | Buy |
337,580
+6,517
| +2% | +$1.41M | 3.9% | 12 |
|
|
2021
Q3 | $73.7M | Sell |
331,063
-1,946
| -0.6% | -$433K | 4.4% | 8 |
|
|
2021
Q2 | $77.9M | Buy |
333,009
+16,791
| +5% | +$3.93M | 4.74% | 7 |
|
|
2021
Q1 | $67M | Buy |
316,218
+11,012
| +4% | +$2.33M | 4.48% | 8 |
|
|
2020
Q4 | $66.8M | Buy |
305,206
+4,005
| +1% | +$876K | 5.12% | 4 |
|
|
2020
Q3 | $60.2M | Buy |
301,201
+1,057
| +0.4% | +$211K | 5.52% | 4 |
|
|
2020
Q2 | $58M | Buy |
300,144
+6,356
| +2% | +$1.23M | 5.77% | 4 |
|
|
2020
Q1 | $47.3M | Sell |
293,788
-20,770
| -7% | -$3.35M | 6.03% | 4 |
|
|
2019
Q4 | $59.1M | Buy |
314,558
+5,025
| +2% | +$944K | 5.35% | 4 |
|
|
2019
Q3 | $53.2M | Sell |
309,533
-234
| -0.1% | -$40.3K | 5.31% | 5 |
|
|
2019
Q2 | $53.8M | Buy |
309,767
+7,262
| +2% | +$1.26M | 5.43% | 4 |
|
|
2019
Q1 | $47.2M | Buy |
302,505
+4,743
| +2% | +$741K | 5.42% | 4 |
|
|
2018
Q4 | $39.3M | Sell |
297,762
-4,836
| -2% | -$638K | 5.18% | 4 |
|
|
2018
Q3 | $45.4M | Sell |
302,598
-41,211
| -12% | -$6.19M | 5.14% | 5 |
|
|
2018
Q2 | $45.5M | Buy |
343,809
+5,733
| +2% | +$759K | 5.92% | 5 |
|
|
2018
Q1 | $40.4M | Buy |
338,076
+3,362
| +1% | +$402K | 5.41% | 5 |
|
|
2017
Q4 | $38.2M | Sell |
334,714
-4,278
| -1% | -$488K | 5.24% | 5 |
|
|
2017
Q3 | $35.7M | Buy |
338,992
+1,191
| +0.4% | +$125K | 5.21% | 6 |
|
|
2017
Q2 | $31.7M | Buy |
337,801
+3,500
| +1% | +$328K | 5.12% | 7 |
|
|
2017
Q1 | $29.7M | Buy |
334,301
+23,085
| +7% | +$2.05M | 4.93% | 7 |
|
|
2016
Q4 | $24.3M | Buy |
311,216
+2,769
| +0.9% | +$216K | 4.11% | 11 |
|
|
2016
Q3 | $25.5M | Buy |
308,447
+265
| +0.1% | +$21.9K | 4.75% | 7 |
|
|
2016
Q2 | $22.9M | Buy |
308,182
+6,432
| +2% | +$477K | 4.44% | 9 |
|
|
2016
Q1 | $23.1M | Buy |
301,750
+6,591
| +2% | +$504K | 4.54% | 8 |
|
|
2015
Q4 | $22.9M | Buy |
295,159
+2,011
| +0.7% | +$156K | 4.56% | 7 |
|
|
2015
Q3 | $20.4M | Buy |
293,148
+3,490
| +1% | +$243K | 4.11% | 10 |
|
|
2015
Q2 | $19.5M | Buy |
289,658
+3,305
| +1% | +$222K | 3.89% | 9 |
|
|
2015
Q1 | $18.7M | Buy |
+286,353
| New | +$18.7M | 4.1% | 9 |
|