Harbour Investment Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22M Sell
6,253
-110
-2% -$39.1K 0.96% 33
2025
Q1
$2.23M Sell
6,363
-342
-5% -$120K 1.01% 34
2024
Q4
$2.12M Buy
6,705
+345
+5% +$109K 0.93% 35
2024
Q3
$1.75M Sell
6,360
-75
-1% -$20.6K 0.77% 42
2024
Q2
$1.69M Buy
6,435
+724
+13% +$190K 0.78% 42
2024
Q1
$1.59M Sell
5,711
-10
-0.2% -$2.79K 0.75% 44
2023
Q4
$1.49M Sell
5,721
-69
-1% -$18K 0.78% 42
2023
Q3
$1.33M Buy
5,790
+18
+0.3% +$4.14K 0.76% 43
2023
Q2
$1.37M Buy
5,772
+660
+13% +$157K 0.72% 45
2023
Q1
$1.15M Buy
5,112
+73
+1% +$16.5K 0.64% 48
2022
Q4
$1.05M Hold
5,039
0.6% 49
2022
Q3
$895K Sell
5,039
-90
-2% -$16K 0.56% 49
2022
Q2
$1.01M Hold
5,129
0.61% 47
2022
Q1
$1.14M Sell
5,129
-1,850
-27% -$410K 0.55% 49
2021
Q4
$1.51M Buy
6,979
+1,615
+30% +$350K 0.69% 44
2021
Q3
$1.2M Sell
5,364
-307
-5% -$68.4K 0.61% 47
2021
Q2
$1.33M Buy
5,671
+840
+17% +$196K 0.66% 44
2021
Q1
$1.02M Buy
4,831
+2,693
+126% +$570K 0.55% 49
2020
Q4
$468K Hold
2,138
0.26% 55
2020
Q3
$428K Hold
2,138
0.27% 57
2020
Q2
$413K Hold
2,138
0.29% 57
2020
Q1
$345K Hold
2,138
0.28% 59
2019
Q4
$402K Hold
2,138
0.26% 61
2019
Q3
$368K Hold
2,138
0.26% 60
2019
Q2
$371K Sell
2,138
-1
-0% -$174 0.26% 59
2019
Q1
$334K Buy
2,139
+299
+16% +$46.7K 0.25% 59
2018
Q4
$243K Buy
+1,840
New +$243K 0.2% 61