Palestra Capital Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109M Sell
308,278
-11,756
-4% -$4.17M 3.18% 15
2025
Q1
$112M Sell
320,034
-23,019
-7% -$8.07M 4.42% 13
2024
Q4
$108M Sell
343,053
-114,196
-25% -$36.1M 2.97% 17
2024
Q3
$126M Buy
457,249
+46,829
+11% +$12.9M 4.15% 8
2024
Q2
$108M Buy
410,420
+32,542
+9% +$8.54M 4.25% 10
2024
Q1
$105M Sell
377,878
-36,961
-9% -$10.3M 3.93% 12
2023
Q4
$108M Sell
414,839
-30,543
-7% -$7.95M 5.36% 7
2023
Q3
$102M Buy
445,382
+31,611
+8% +$7.27M 5.41% 8
2023
Q2
$98.3M Sell
413,771
-84,725
-17% -$20.1M 4.85% 7
2023
Q1
$112M Sell
498,496
-231,775
-32% -$52.3M 6.04% 5
2022
Q4
$152M Sell
730,271
-111,634
-13% -$23.2M 8.33% 3
2022
Q3
$150M Buy
841,905
+441,905
+110% +$78.5M 7.04% 5
2022
Q2
$78.8M Buy
+400,000
New +$78.8M 3.72% 13
2019
Q3
Sell
-534,833
Closed -$92.8M 27
2019
Q2
$92.8M Sell
534,833
-194,645
-27% -$33.8M 2.7% 22
2019
Q1
$114M Buy
+729,478
New +$114M 3.73% 13
2017
Q3
Sell
-755,000
Closed -$70.8M 27
2017
Q2
$70.8M Sell
755,000
-90,000
-11% -$8.44M 5.44% 7
2017
Q1
$75.1M Buy
+845,000
New +$75.1M 5.69% 4
2013
Q4
Sell
-234,000
Closed -$11.2M 37
2013
Q3
$11.2M Buy
234,000
+29,600
+14% +$1.41M 3.03% 20
2013
Q2
$9.34M Buy
+204,400
New +$9.34M 3.87% 14