Shufro Rose & Co’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $495K | Sell |
1,639
-100
| -6% | -$32.2K | 0.03% | 189 |
|
|
2025
Q4 | $610K | Buy |
1,739
+85
| +5% | +$29K | 0.04% | 161 |
|
|
2025
Q3 | $580K | Hold |
1,654
| – | – | 0.05% | 162 |
|
|
2025
Q2 | $580K | Hold |
1,654
| – | – | 0.05% | 163 |
|
|
2025
Q1 | $580K | Buy |
1,654
+1
| +0.1% | +$338 | 0.05% | 165 |
|
|
2024
Q4 | $522K | Buy |
1,653
+1
| +0.1% | +$301 | 0.04% | 169 |
|
|
2024
Q3 | $434K | Hold |
1,652
| – | – | 0.04% | 189 |
|
|
2024
Q2 | $434K | Buy |
1,652
+70
| +4% | +$19.2K | 0.04% | 189 |
|
|
2024
Q1 | $442K | Buy |
1,582
+58
| +4% | +$16K | 0.04% | 191 |
|
|
2023
Q4 | $351K | Hold |
1,524
| – | – | 0.03% | 201 |
|
|
2023
Q3 | $351K | Hold |
1,524
| – | – | 0.03% | 200 |
|
|
2023
Q2 | $362K | Buy |
1,524
+64
| +4% | +$14.6K | 0.03% | 207 |
|
|
2023
Q1 | $329K | Sell |
1,460
-61
| -4% | -$13.6K | 0.03% | 216 |
|
|
2022
Q4 | $316K | Buy |
1,521
+22
| +1% | +$4.44K | 0.03% | 228 |
|
|
2022
Q3 | $266K | Buy |
1,499
+11
| +0.7% | +$2.24K | 0.03% | 233 |
|
|
2022
Q2 | $293K | Hold |
1,488
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $330K | Sell |
1,488
-66
| -4% | -$14.3K | 0.03% | 224 |
|
|
2021
Q4 | $337K | Sell |
1,554
-199
| -11% | -$42.7K | 0.02% | 216 |
|
|
2021
Q3 | $391K | Sell |
1,753
-38
| -2% | -$8.91K | 0.03% | 194 |
|
|
2021
Q2 | $419K | Sell |
1,791
-566
| -24% | -$129K | 0.03% | 189 |
|
|
2021
Q1 | $499K | Sell |
2,357
-40
| -2% | -$8.42K | 0.04% | 162 |
|
|
2020
Q4 | $524K | Buy |
2,397
+886
| +59% | +$181K | 0.04% | 161 |
|
|
2020
Q3 | $302K | Buy |
1,511
+438
| +41% | +$87.5K | 0.03% | 212 |
|
|
2020
Q2 | $207K | Buy |
+1,073
| New | +$196K | 0.02% | 237 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$225K | – | 325 |
|
|
2019
Q4 | $225K | Hold |
1,200
| – | – | 0.02% | 265 |
|
|
2019
Q3 | $206K | Buy |
+1,200
| New | +$214K | 0.02% | 270 |
|
Other funds holding V
VCM
VPM
