J. Stern & Co’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Buy |
14,057
+589
| +4% | +$208K | 0.42% | 20 |
|
|
2025
Q1 | $4.72M | Buy |
13,468
+511
| +4% | +$179K | 0.45% | 21 |
|
|
2024
Q4 | $4.09M | Sell |
12,957
-125
| -1% | -$39.5K | 0.39% | 22 |
|
|
2024
Q3 | $3.6M | Buy |
13,082
+2,235
| +21% | +$615K | 0.38% | 20 |
|
|
2024
Q2 | $2.85M | Buy |
10,847
+3,070
| +39% | +$806K | 0.34% | 20 |
|
|
2024
Q1 | $2.17M | Buy |
7,777
+267
| +4% | +$74.5K | 0.27% | 20 |
|
|
2023
Q4 | $2.05M | Buy |
+7,510
| New | +$2.05M | 0.37% | 20 |
|