Osterweis Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.7M | Buy |
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|
2025
Q1 | $48.4M | Sell |
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|
2024
Q4 | $46.4M | Buy |
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|
2024
Q3 | $40M | Buy |
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|
2024
Q2 | $37.5M | Buy |
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|
2024
Q1 | $39.2M | Sell |
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|
2023
Q4 | $36.9M | Buy |
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|
2023
Q3 | $32.4M | Sell |
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|
2023
Q2 | $36M | Buy |
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|
2023
Q1 | $33.4M | Sell |
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|
2022
Q4 | $31M | Buy |
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|
2022
Q3 | $17.7M | Sell |
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|
2022
Q2 | $19.6M | Sell |
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|
2022
Q1 | $22.4M | Sell |
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|
2021
Q4 | $45.1M | Buy |
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|
2021
Q3 | $38.7M | Sell |
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|
2021
Q2 | $40.9M | Buy |
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|
2021
Q1 | $36.6M | Buy |
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|
2020
Q4 | $37.2M | Sell |
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|
2020
Q3 | $37.5M | Sell |
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|
2020
Q2 | $37M | Sell |
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|
2020
Q1 | $31M | Buy |
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|
2019
Q4 | $27.7M | Sell |
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|
2019
Q3 | $25.5M | Sell |
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|
2019
Q2 | $26.3M | Sell |
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|
2019
Q1 | $24.5M | Buy |
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|
2018
Q4 | $20.6M | Sell |
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|
2018
Q3 | $24.9M | Buy |
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|
2018
Q2 | $16.9M | Buy |
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|
2018
Q1 | $11.7M | Buy |
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