HIC
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Harvey Investment Company’s Visa V Stock Holding History

Harvey Investment Company’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.6M Hold
7,319
– – 0.29% 46
2025
Q1 		$2.57M Hold
7,319
– – 0.28% 47
2024
Q4 		$2.31M Sell
7,319
-50
-0.7% -$15.8K 0.27% 49
2024
Q3 		$2.03M Hold
7,369
– – 0.23% 51
2024
Q2 		$1.93M Sell
7,369
-300
-4% -$78.7K 0.23% 51
2024
Q1 		$2.14M Hold
7,669
– – 0.24% 51
2023
Q4 		$2M Hold
7,669
– – 0.24% 51
2023
Q3 		$1.76M Hold
7,669
– – 0.23% 52
2023
Q2 		$1.82M Buy
7,669
+53
+0.7% +$12.6K 0.24% 51
2023
Q1 		$1.72M Hold
7,616
– – 0.21% 53
2022
Q4 		$1.58M Hold
7,616
– – 0.2% 56
2022
Q3 		$1.35M Sell
7,616
-250
-3% -$44.4K 0.2% 56
2022
Q2 		$1.55M Hold
7,866
– – 0.22% 55
2022
Q1 		$1.74M Hold
7,866
– – 0.21% 52
2021
Q4 		$1.71M Hold
7,866
– – 0.2% 55
2021
Q3 		$1.75M Buy
7,866
+5,000
+174% +$1.11M 0.23% 54
2021
Q2 		$670K Sell
2,866
-75
-3% -$17.5K 0.09% 69
2021
Q1 		$623K Hold
2,941
– – 0.09% 68
2020
Q4 		$643K Hold
2,941
– – 0.09% 67
2020
Q3 		$588K Hold
2,941
– – 0.09% 67
2020
Q2 		$568K Hold
2,941
– – 0.1% 68
2020
Q1 		$474K Hold
2,941
– – 0.09% 70
2019
Q4 		$553K Hold
2,941
– – 0.09% 67
2019
Q3 		$506K Hold
2,941
– – 0.08% 67
2019
Q2 		$510K Sell
2,941
-150
-5% -$26K 0.09% 65
2019
Q1 		$483K Hold
3,091
– – 0.08% 65
2018
Q4 		$408K Hold
3,091
– – 0.08% 67
2018
Q3 		$464K Hold
3,091
– – 0.08% 66
2018
Q2 		$409K Hold
3,091
– – 0.08% 67
2018
Q1 		$370K Buy
3,091
+425
+16% +$50.9K 0.07% 69
2017
Q4 		$304K Hold
2,666
– – 0.06% 73
2017
Q3 		$281K Hold
2,666
– – 0.06% 73
2017
Q2 		$250K Hold
2,666
– – 0.05% 75
2017
Q1 		$237K Hold
2,666
– – 0.05% 76
2016
Q4 		$208K Hold
2,666
– – 0.04% 79
2016
Q3 		$220K Buy
+2,666
New +$220K 0.05% 78