Investment Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $891K | Sell |
2,947
-1,235
| -30% | -$397K | 0.32% | 72 |
|
|
2025
Q4 | $1.47M | Sell |
4,182
-232
| -5% | -$79K | 0.51% | 55 |
|
|
2025
Q3 | $1.51M | Sell |
4,414
-185
| -4% | -$64K | 0.53% | 57 |
|
|
2025
Q2 | $1.63M | Sell |
4,599
-131
| -3% | -$45.7K | 0.62% | 46 |
|
|
2025
Q1 | $1.66M | Sell |
4,730
-413
| -8% | -$140K | 0.69% | 45 |
|
|
2024
Q4 | $1.63M | Sell |
5,143
-207
| -4% | -$62.2K | 0.67% | 46 |
|
|
2024
Q3 | $1.47M | Sell |
5,350
-28
| -0.5% | -$7.57K | 0.61% | 48 |
|
|
2024
Q2 | $1.41M | Buy |
5,378
+1
| +0% | +$274 | 0.63% | 45 |
|
|
2024
Q1 | $1.5M | Buy |
5,377
+60
| +1% | +$16.6K | 0.68% | 43 |
|
|
2023
Q4 | $1.38M | Sell |
5,317
-161
| -3% | -$39.7K | 0.68% | 43 |
|
|
2023
Q3 | $1.26M | Sell |
5,478
-375
| -6% | -$90.1K | 0.66% | 45 |
|
|
2023
Q2 | $1.39M | Sell |
5,853
-22
| -0.4% | -$5.04K | 0.72% | 38 |
|
|
2023
Q1 | $1.32M | Sell |
5,875
-715
| -11% | -$159K | 0.7% | 43 |
|
|
2022
Q4 | $1.37M | Sell |
6,590
-5,480
| -45% | -$1.11M | 0.72% | 42 |
|
|
2022
Q3 | $2.14M | Buy |
12,070
+5,381
| +80% | +$1.09M | 0.64% | 45 |
|
|
2022
Q2 | $1.32M | Sell |
6,689
-399
| -6% | -$82.5K | 0.64% | 40 |
|
|
2022
Q1 | $1.57M | Sell |
7,088
-1,111
| -14% | -$240K | 0.66% | 37 |
|
|
2021
Q4 | $1.78M | Buy |
8,199
+516
| +7% | +$111K | 0.73% | 35 |
|
|
2021
Q3 | $1.71M | Sell |
7,683
-413
| -5% | -$96.8K | 0.78% | 32 |
|
|
2021
Q2 | $1.89M | Sell |
8,096
-29
| -0.4% | -$6.63K | 0.86% | 33 |
|
|
2021
Q1 | $1.72M | Sell |
8,125
-1,723
| -17% | -$363K | 0.84% | 34 |
|
|
2020
Q4 | $2.15M | Sell |
9,848
-1,196
| -11% | -$245K | 1.14% | 27 |
|
|
2020
Q3 | $2.21M | Sell |
11,044
-2,600
| -19% | -$519K | 1.32% | 20 |
|
|
2020
Q2 | $2.64M | Buy |
13,644
+1,293
| +10% | +$236K | 1.55% | 17 |
|
|
2020
Q1 | $1.99M | Sell |
12,351
-157
| -1% | -$29.6K | 1.43% | 19 |
|
|
2019
Q4 | $2.35M | Sell |
12,508
-292
| -2% | -$52.6K | 1.58% | 15 |
|
|
2019
Q3 | $2.2M | Sell |
12,800
-199
| -2% | -$35.4K | 1.61% | 15 |
|
|
2019
Q2 | $2.26M | Sell |
12,999
-727
| -5% | -$119K | 1.62% | 16 |
|
|
2019
Q1 | $2.14M | Sell |
13,726
-626
| -4% | -$90.2K | 1.55% | 18 |
|
|
2018
Q4 | $1.89M | Sell |
14,352
-250
| -2% | -$34.5K | 1.6% | 16 |
|
|
2018
Q3 | $317 | Buy |
14,602
+1
| +0% | +$142 | 0.18% | 84 |
|
|
2018
Q2 | $1.93M | Sell |
14,601
-100
| -0.7% | -$12.9K | 1.44% | 19 |
|
|
2018
Q1 | $1.76M | Buy |
14,701
+1
| +0% | +$121 | 1.31% | 20 |
|
|
2017
Q4 | $1.68M | Hold |
14,700
| – | – | 1.24% | 26 |
|
|
2017
Q3 | $1.55M | Buy |
14,700
+1
| +0% | +$101 | 1.32% | 26 |
|
|
2017
Q2 | $1.38M | Buy |
14,699
+254
| +2% | +$23.6K | 1.25% | 27 |
|
|
2017
Q1 | $1.28M | Buy |
14,445
+220
| +2% | +$18.9K | 1.24% | 29 |
|
|
2016
Q4 | $1.11M | Sell |
14,225
-815
| -5% | -$65.5K | 1.08% | 34 |
|
|
2016
Q3 | $1.24M | Buy |
15,040
+800
| +6% | +$64K | 0.7% | 48 |
|
|
2016
Q2 | $1.06M | Sell |
14,240
-858
| -6% | -$67.2K | 1.05% | 32 |
|
|
2016
Q1 | $1.17M | Buy |
15,098
+858
| +6% | +$62.3K | 0.76% | 44 |
|
|
2015
Q4 | $1.1M | Hold |
14,240
| – | – | 1.33% | 24 |
|
|
2015
Q3 | $992K | Hold |
14,240
| – | – | 1.3% | 25 |
|
|
2015
Q2 | $956K | Hold |
14,240
| – | – | 1.15% | 32 |
|
|
2015
Q1 | $931K | Buy |
14,240
+76
| +0.5% | +$5.03K | 1.02% | 32 |
|
|
2014
Q4 | $928K | Buy |
+14,164
| New | +$853K | 1.07% | 31 |
|
Other funds holding V
VCM
VPM
