P.J. Schmidt Investment Management (PJS)’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 | $12.4M | Buy |
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|
2025
Q1 | $12M | Sell |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $9.98M | Sell |
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|
2024
Q2 | $9.66M | Buy |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $8.92M | Sell |
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|
2023
Q2 | $9.13M | Sell |
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|
2023
Q1 | $8.86M | Sell |
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|
2022
Q4 | $8.22M | Hold |
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|
2022
Q3 | $7.53M | Sell |
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|
2022
Q2 | $8.24M | Sell |
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|
2022
Q1 | $10.3M | Sell |
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|
2021
Q4 | $11M | Sell |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $12.3M | Buy |
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|
2021
Q1 | $11.7M | Buy |
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|
2020
Q4 | $9.49M | Buy |
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|
2020
Q3 | $9.06M | Sell |
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|
2020
Q2 | $9.28M | Sell |
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|
2020
Q1 | $8.22M | Sell |
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|
2019
Q4 | $9.78M | Sell |
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|
2019
Q3 | $9.1M | Sell |
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|
2019
Q2 | $9.39M | Sell |
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|
2019
Q1 | $8.78M | Sell |
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|
2018
Q4 | $7.45M | Buy |
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|
2018
Q3 | $8.42M | Buy |
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|
2018
Q2 | $7.41M | Sell |
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|
2018
Q1 | $6.78M | Sell |
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|
2017
Q4 | $6.47M | Sell |
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|
2017
Q3 | $6.02M | Sell |
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|
2017
Q2 | $5.61M | Buy |
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|
2017
Q1 | $5.25M | Buy |
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|
2016
Q4 | $4.46M | Buy |
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|
2016
Q3 | $4.69M | Buy |
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|
2016
Q2 | $4.11M | Buy |
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|
2016
Q1 | $3.56M | Buy |
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|
2015
Q4 | $3.27M | Buy |
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|
2015
Q3 | $2.89M | Buy |
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|
2015
Q2 | $2.06M | Buy |
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|
2015
Q1 | $1.68M | Buy |
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|
2014
Q4 | $1.52M | Sell |
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|
2014
Q3 | $1.3M | Buy |
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|
2014
Q2 | $1.25M | Buy |
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|
2014
Q1 | $757K | Buy |
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|
2013
Q4 | $764K | Buy |
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|
2013
Q3 | $448K | Buy |
|