PIM
Plato Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
42,332
+378
| +0.9% | +$134K | 1.13% | 11 |
|
|
2025
Q1 | $14.9M | Sell |
41,954
-1,969
| -4% | -$698K | 1.25% | 9 |
|
|
2024
Q4 | $13.9M | Buy |
43,923
+1,058
| +2% | +$336K | 1.02% | 11 |
|
|
2024
Q3 | $11.8M | Hold |
42,865
| – | – | 0.96% | 14 |
|
|
2024
Q2 | $11.3M | Buy |
42,865
+1,596
| +4% | +$419K | 1.05% | 13 |
|
|
2024
Q1 | $11.5M | Buy |
41,269
+36,483
| +762% | +$10.2M | 1.19% | 9 |
|
|
2023
Q4 | $1.25M | Buy |
+4,786
| New | +$1.25M | 1.53% | 9 |
|