Shelter Mutual Insurance’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Hold |
40,610
| – | – | 3.34% | 6 |
|
|
2025
Q1 | $14.2M | Hold |
40,610
| – | – | 3.43% | 5 |
|
|
2024
Q4 | $12.8M | Hold |
40,610
| – | – | 3.2% | 6 |
|
|
2024
Q3 | $12.4M | Hold |
40,610
| – | – | 2.97% | 9 |
|
|
2024
Q2 | $10.7M | Hold |
40,610
| – | – | 2.77% | 12 |
|
|
2024
Q1 | $11.3M | Hold |
40,610
| – | – | 2.92% | 8 |
|
|
2023
Q4 | $10.6M | Hold |
40,610
| – | – | 2.92% | 8 |
|
|
2023
Q3 | $9.34M | Sell |
40,610
-8,700
| -18% | -$2M | 2.61% | 14 |
|
|
2023
Q2 | $11.7M | Sell |
49,310
-12,300
| -20% | -$2.92M | 2.85% | 7 |
|
|
2023
Q1 | $13.9M | Hold |
61,610
| – | – | 3.87% | 3 |
|
|
2022
Q4 | $12.8M | Hold |
61,610
| – | – | 3.67% | 3 |
|
|
2022
Q3 | $10.9M | Hold |
61,610
| – | – | 3.54% | 7 |
|
|
2022
Q2 | $12.1M | Hold |
61,610
| – | – | 3.67% | 4 |
|
|
2022
Q1 | $13.7M | Hold |
61,610
| – | – | 3.58% | 4 |
|
|
2021
Q4 | $13.4M | Hold |
61,610
| – | – | 3.46% | 6 |
|
|
2021
Q3 | $13.7M | Hold |
61,610
| – | – | 3.87% | 3 |
|
|
2021
Q2 | $14.4M | Sell |
61,610
-29,000
| -32% | -$6.78M | 4.02% | 3 |
|
|
2021
Q1 | $19.2M | Hold |
90,610
| – | – | 5.39% | 2 |
|
|
2020
Q4 | $19.8M | Hold |
90,610
| – | – | 6.22% | 2 |
|
|
2020
Q3 | $18.1M | Hold |
90,610
| – | – | 6.21% | 2 |
|
|
2020
Q2 | $17.5M | Sell |
90,610
-8,570
| -9% | -$1.66M | 6.53% | 2 |
|
|
2020
Q1 | $16M | Hold |
99,180
| – | – | 6.69% | 1 |
|
|
2019
Q4 | $18.6M | Sell |
99,180
-12,140
| -11% | -$2.28M | 6.33% | 1 |
|
|
2019
Q3 | $19.1M | Hold |
111,320
| – | – | 5.59% | 3 |
|
|
2019
Q2 | $19.3M | Sell |
111,320
-10,720
| -9% | -$1.86M | 5.52% | 2 |
|
|
2019
Q1 | $19.1M | Hold |
122,040
| – | – | 5.62% | 2 |
|
|
2018
Q4 | $16.1M | Sell |
122,040
-15,000
| -11% | -$1.98M | 5.15% | 3 |
|
|
2018
Q3 | $20.6M | Hold |
137,040
| – | – | 5.75% | 2 |
|
|
2018
Q2 | $18.2M | Sell |
137,040
-15,200
| -10% | -$2.01M | 5.38% | 2 |
|
|
2018
Q1 | $18.2M | Hold |
152,240
| – | – | 5.44% | 2 |
|
|
2017
Q4 | $17.4M | Sell |
152,240
-2,600
| -2% | -$296K | 5.18% | 2 |
|
|
2017
Q3 | $16.3M | Sell |
154,840
-14,500
| -9% | -$1.53M | 5.08% | 2 |
|
|
2017
Q2 | $15.9M | Hold |
169,340
| – | – | 4.87% | 2 |
|
|
2017
Q1 | $15M | Hold |
169,340
| – | – | 4.61% | 2 |
|
|
2016
Q4 | $13.2M | Hold |
169,340
| – | – | 4.07% | 2 |
|
|
2016
Q3 | $14M | Hold |
169,340
| – | – | 4.34% | 2 |
|
|
2016
Q2 | $12.6M | Hold |
169,340
| – | – | 3.81% | 4 |
|
|
2016
Q1 | $13M | Sell |
169,340
-54,700
| -24% | -$4.18M | 3.98% | 2 |
|
|
2015
Q4 | $17.4M | Hold |
224,040
| – | – | 5.41% | 3 |
|
|
2015
Q3 | $15.6M | Hold |
224,040
| – | – | 5.11% | 3 |
|
|
2015
Q2 | $15M | Hold |
224,040
| – | – | 4.53% | 3 |
|
|
2015
Q1 | $14.7M | Hold |
224,040
| – | – | 4.59% | 3 |
|
|
2014
Q4 | $14.7M | Hold |
224,040
| – | – | 3.95% | 4 |
|
|
2014
Q3 | $12M | Hold |
224,040
| – | – | 3.29% | 8 |
|
|
2014
Q2 | $11.7M | Buy |
224,040
+17,640
| +9% | +$923K | 3.2% | 8 |
|
|
2014
Q1 | $11.1M | Sell |
206,400
-17,640
| -8% | -$952K | 3.06% | 10 |
|
|
2013
Q4 | $12.5M | Hold |
224,040
| – | – | 3.3% | 6 |
|
|
2013
Q3 | $10.7M | Hold |
224,040
| – | – | 3.06% | 8 |
|
|
2013
Q2 | $10.2M | Buy |
+224,040
| New | +$10.2M | 3.02% | 8 |
|