HIS
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Harvest Investment Services’s Visa V Stock Holding History

Harvest Investment Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$513K Sell
1,698
-52
-3% -$16.7K 0.09% 201
2025
Q4 		$614K Buy
1,750
+545
+45% +$186K 0.12% 177
2025
Q3 		$411K Sell
1,205
-156
-11% -$54K 0.08% 220
2025
Q2 		$483K Buy
1,361
+94
+7% +$32.8K 0.11% 195
2025
Q1 		$444K Buy
1,267
+128
+11% +$43.3K 0.12% 167
2024
Q4 		$360K Buy
+1,139
New +$342K 0.09% 202
2020
Q4 		– Sell
-1,507
Closed -$301K – 247
2020
Q3 		$301K Sell
1,507
-32
-2% -$6.39K 0.17% 149
2020
Q2 		$297K Buy
+1,539
New +$281K 0.18% 137
2020
Q1 		– Sell
-1,645
Closed -$309K – 165
2019
Q4 		$309K Sell
1,645
-10
-0.6% -$1.8K 0.16% 99
2019
Q3 		$288K Buy
1,655
+27
+2% +$4.81K 0.14% 116
2019
Q2 		$283K Buy
+1,628
New +$267K 0.16% 118

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