OCA
Otter Creek Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,914
| Closed | -$3.12M | – | 54 |
|
|
2025
Q1 | $3.12M | Sell |
8,914
-5,886
| -40% | -$2.06M | 1.87% | 25 |
|
|
2024
Q4 | $4.68M | Buy |
+14,800
| New | +$4.68M | 3.22% | 19 |
|
|
2024
Q3 | – | Sell |
-18,433
| Closed | -$4.84M | – | 40 |
|
|
2024
Q2 | $4.84M | Buy |
18,433
+2,800
| +18% | +$735K | 3.14% | 12 |
|
|
2024
Q1 | $4.36M | Buy |
15,633
+5,000
| +47% | +$1.4M | 2.59% | 13 |
|
|
2023
Q4 | $2.77M | Sell |
10,633
-600
| -5% | -$156K | 1.64% | 27 |
|
|
2023
Q3 | $2.58M | Buy |
11,233
+4,500
| +67% | +$1.04M | 1.98% | 19 |
|
|
2023
Q2 | $1.6M | Sell |
6,733
-5,867
| -47% | -$1.39M | 0.94% | 29 |
|
|
2023
Q1 | $2.84M | Buy |
+12,600
| New | +$2.84M | 2.04% | 15 |
|