Harbour Trust & 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 | $931K | Hold |
2,622
| – | – | 0.1% | 91 |
|
2025
Q1 | $919K | Sell |
2,622
-107
| -4% | -$37.5K | 0.11% | 89 |
|
2024
Q4 | $862K | Sell |
2,729
-23
| -0.8% | -$7.27K | 0.1% | 95 |
|
2024
Q3 | $757K | Sell |
2,752
-149
| -5% | -$41K | 0.09% | 97 |
|
2024
Q2 | $761K | Buy |
2,901
+91
| +3% | +$23.9K | 0.09% | 98 |
|
2024
Q1 | $784K | Hold |
2,810
| – | – | 0.1% | 98 |
|
2023
Q4 | $732K | Buy |
+2,810
| New | +$732K | 0.1% | 97 |
|