SIM
Seaview Investment Managers’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
3,979
+340
| +9% | +$121K | 0.3% | 40 |
|
|
2025
Q1 | $1.28M | Buy |
3,639
+2,566
| +239% | +$899K | 0.31% | 42 |
|
|
2024
Q4 | $339K | Buy |
1,073
+133
| +14% | +$42K | 0.09% | 70 |
|
|
2024
Q3 | $258K | Buy |
+940
| New | +$258K | 0.08% | 64 |
|
|
2021
Q1 | – | Sell |
-243
| Closed | -$52K | – | 154 |
|
|
2020
Q4 | $52K | Sell |
243
-17,059
| -99% | -$3.65M | 0.04% | 71 |
|
|
2020
Q3 | $3.14M | Buy |
+17,302
| New | +$3.14M | 2.89% | 20 |
|