JCM
Junto Capital Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-156,007
| Closed | -$54.7M | – | 115 |
|
|
2025
Q1 | $54.7M | Buy |
156,007
+11,316
| +8% | +$3.97M | 1.15% | 25 |
|
|
2024
Q4 | $45.7M | Buy |
144,691
+94,423
| +188% | +$29.8M | 0.89% | 41 |
|
|
2024
Q3 | $13.8M | Buy |
+50,268
| New | +$13.8M | 0.31% | 72 |
|
|
2023
Q3 | – | Sell |
-186,342
| Closed | -$44.3M | – | 93 |
|
|
2023
Q2 | $44.3M | Sell |
186,342
-76,539
| -29% | -$18.2M | 1.12% | 38 |
|
|
2023
Q1 | $59.3M | Sell |
262,881
-95,661
| -27% | -$21.6M | 1.64% | 18 |
|
|
2022
Q4 | $74.5M | Buy |
358,542
+13,695
| +4% | +$2.85M | 2.12% | 12 |
|
|
2022
Q3 | $61.3M | Buy |
344,847
+233,032
| +208% | +$41.4M | 1.7% | 21 |
|
|
2022
Q2 | $22M | Sell |
111,815
-277,275
| -71% | -$54.6M | 0.65% | 57 |
|
|
2022
Q1 | $86.3M | Buy |
+389,090
| New | +$86.3M | 2.37% | 11 |
|
|
2021
Q3 | – | Sell |
-224,962
| Closed | -$52.6M | – | 74 |
|
|
2021
Q2 | $52.6M | Sell |
224,962
-12,815
| -5% | -$3M | 1.68% | 25 |
|
|
2021
Q1 | $50.3M | Buy |
+237,777
| New | +$50.3M | 1.81% | 24 |
|
|
2020
Q4 | – | Sell |
-382,433
| Closed | -$76.5M | – | 74 |
|
|
2020
Q3 | $76.5M | Buy |
+382,433
| New | +$76.5M | 2.78% | 10 |
|
|
2019
Q4 | – | Sell |
-287,779
| Closed | -$49.5M | – | 57 |
|
|
2019
Q3 | $49.5M | Buy |
+287,779
| New | +$49.5M | 2.94% | 13 |
|
|
2019
Q1 | – | Sell |
-220,452
| Closed | -$29.1M | – | 55 |
|
|
2018
Q4 | $29.1M | Buy |
+220,452
| New | +$29.1M | 2.04% | 25 |
|
|
2018
Q2 | – | Sell |
-226,942
| Closed | -$27.1M | – | 51 |
|
|
2018
Q1 | $27.1M | Sell |
226,942
-262,032
| -54% | -$31.3M | 2.05% | 22 |
|
|
2017
Q4 | $55.8M | Buy |
+488,974
| New | +$55.8M | 4.26% | 8 |
|
|
2017
Q3 | – | Sell |
-379,496
| Closed | -$35.6M | – | 45 |
|
|
2017
Q2 | $35.6M | Sell |
379,496
-227,204
| -37% | -$21.3M | 3.13% | 13 |
|
|
2017
Q1 | $53.9M | Buy |
606,700
+231,000
| +61% | +$20.5M | 5.1% | 7 |
|
|
2016
Q4 | $29.3M | Sell |
375,700
-125,100
| -25% | -$9.76M | 3.2% | 16 |
|
|
2016
Q3 | $41.4M | Buy |
500,800
+389,900
| +352% | +$32.2M | 5.44% | 7 |
|
|
2016
Q2 | $8.23M | Sell |
110,900
-227,570
| -67% | -$16.9M | 1.28% | 20 |
|
|
2016
Q1 | $25.9M | Buy |
+338,470
| New | +$25.9M | 4.43% | 11 |
|